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 | $30,983 | $110,257-71.9% | $96,544-67.9% | $139,434-77.8% |
| Participation rate | 87.0% | 78.1%+8.9pp | 76.0%+11.0pp | 80.3%+6.6pp |
| Annual return | 21.85% | 26.32%-4.5pp | 25.84%-4.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $5,054 | $3,620+39.6% | $2,965+70.5% | $4,751+6.4% |
| Participant deferral / active EE | $7,997 | $5,548+44.2% | $4,851+64.9% | $6,710+19.2% |
| Admin fee / account holder | $3,542 | $11,591-69.4% | $8,252-57.1% | $11,403-68.9% |