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 3-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 | $17,531 | $64,839-73.0% | $95,585-81.7% | $84,808-79.3% |
| Participation rate | 77.5% | 63.8%+13.7pp | 72.1%+5.4pp | 68.3%+9.2pp |
| Annual return | 18.44% | -670.96%+689.4pp | 38.56%-20.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,784 | $1,759+1.4% | $2,527-29.4% | $2,631-32.2% |
| Participant deferral / active EE | $4,257 | $2,965+43.6% | $4,023+5.8% | $4,212+1.1% |
| Admin fee / account holder | $1,083 | $5,964-81.8% | $6,127-82.3% | $7,344-85.3% |