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 | $23,691 | $106,515-77.8% | $96,683-75.5% | $139,434-83.0% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 26.79% | 38.43%-11.6pp | 35.69%-8.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,741 | $4,103-57.6% | $3,737-53.4% | $4,751-63.4% |
| Participant deferral / active EE | $3,524 | $5,454-35.4% | $4,878-27.8% | $6,710-47.5% |
| Admin fee / account holder | $435 | $7,877-94.5% | $6,730-93.5% | $11,403-96.2% |