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 | $32,578 | $80,968-59.8% | $96,544-66.3% | $75,163-56.7% |
| Participation rate | 90.1% | 71.8%+18.4pp | 76.0%+14.2pp | 67.2%+22.9pp |
| Annual return | 34.96% | 27.06%+7.9pp | 25.84%+9.1pp | 160.62%-125.7pp |
| Employer contribution / active EE | $4,881 | $2,282+113.9% | $2,965+64.6% | $2,670+82.8% |
| Participant deferral / active EE | $10,793 | $3,928+174.8% | $4,851+122.5% | $4,125+161.6% |
| Admin fee / account holder | $5,129 | $6,724-23.7% | $8,252-37.8% | $5,651-9.2% |