See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,143 | $60,892-62.0% | $82,389-71.9% | $84,808-72.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 17.90% | 37.29%-19.4pp | 28.67%-10.8pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,921 | $1,779+8.0% | $2,517-23.7% | $2,631-27.0% |
| Participant deferral / active EE | $5,083 | $3,179+59.9% | $4,155+22.4% | $4,212+20.7% |
| Admin fee / account holder | $545 | $5,467-90.0% | $7,231-92.5% | $7,344-92.6% |