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 | $18,275 | $60,022-69.6% | $88,946-79.5% | $84,808-78.5% |
| Participation rate | 81.4% | 57.8%+23.5pp | 68.8%+12.5pp | 68.3%+13.0pp |
| Annual return | 25.23% | 22.43%+2.8pp | 57.82%-32.6pp | 40.90%-15.7pp |
| Employer contribution / active EE | $3,026 | $1,703+77.7% | $2,555+18.4% | $2,631+15.0% |
| Participant deferral / active EE | $3,627 | $3,114+16.5% | $4,581-20.8% | $4,212-13.9% |
| Admin fee / account holder | $781 | $4,811-83.8% | $8,261-90.6% | $7,344-89.4% |