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 | $21,680 | $68,719-68.5% | $91,541-76.3% | $84,808-74.4% |
| Participation rate | 85.0% | 64.5%+20.5pp | 69.8%+15.2pp | 68.3%+16.7pp |
| Annual return | 20.94% | 19.12%+1.8pp | 20.50%+0.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,795 | $3,136+84.8% | $4,008+44.6% | $4,212+37.6% |
| Admin fee / account holder | $2,202 | $5,786-61.9% | $6,956-68.3% | $7,344-70.0% |