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 | $16,499 | $107,452-84.6% | $91,541-82.0% | $142,382-88.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 17.90% | 22.06%-4.2pp | 20.50%-2.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,609 | $2,994-46.3% | $2,505-35.8% | $4,299-62.6% |
| Participant deferral / active EE | $1,928 | $4,754-59.5% | $4,008-51.9% | $6,507-70.4% |
| Admin fee / account holder | $3,641 | $8,834-58.8% | $6,956-47.7% | $12,624-71.2% |