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 | $22,925 | $94,752-75.8% | $112,887-79.7% | $139,434-83.6% |
| Participation rate | 88.9% | 81.3%+7.6pp | 80.5%+8.4pp | 80.3%+8.6pp |
| Annual return | 18.67% | 40.88%-22.2pp | 34.10%-15.4pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,814 | $4,625-39.2% | $4,563-38.3% | $4,751-40.8% |
| Participant deferral / active EE | $4,098 | $6,512-37.1% | $6,513-37.1% | $6,710-38.9% |
| Admin fee / account holder | $673 | $8,527-92.1% | $7,047-90.4% | $11,403-94.1% |