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 | $41,817 | $87,013-51.9% | $106,213-60.6% | $80,856-48.3% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 20.09% | 17.05%+3.0pp | 116.14%-96.1pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,899 | $2,395-20.7% | $3,171-40.1% | $2,755-31.1% |
| Participant deferral / active EE | $9,522 | $3,986+138.9% | $5,016+89.8% | $4,296+121.7% |
| Admin fee / account holder | $964 | $8,431-88.6% | $11,033-91.3% | $6,918-86.1% |