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 | $40,977 | $93,170-56.0% | $100,534-59.2% | $84,808-51.7% |
| Participation rate | 88.5% | 75.8%+12.6pp | 80.6%+7.8pp | 68.3%+20.2pp |
| Annual return | 15.88% | 47.13%-31.2pp | 32.66%-16.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,732 | $5,699+88.3% | $6,144+74.7% | $4,212+154.8% |
| Admin fee / account holder | $1,142 | $7,382-84.5% | $7,654-85.1% | $7,344-84.5% |