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 | $19,697 | $80,717-75.6% | $154,803-87.3% | $84,808-76.8% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+19.9pp | 68.3%+29.7pp |
| Annual return | 19.54% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,534 | $2,761-8.2% | $4,305-41.1% | $2,631-3.7% |
| Participant deferral / active EE | $3,554 | $3,303+7.6% | $5,540-35.9% | $4,212-15.6% |
| Admin fee / account holder | $463 | $6,746-93.1% | $14,329-96.8% | $7,344-93.7% |