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 6-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 | $19,756 | $59,839-67.0% | $81,983-75.9% | $79,858-75.3% |
| Participation rate | 73.0% | 61.6%+11.4pp | 69.2%+3.7pp | 69.6%+3.3pp |
| Annual return | 29.99% | 17.56%+12.4pp | 41.31%-11.3pp | 31.71%-1.7pp |
| Employer contribution / active EE | $3,144 | $1,713+83.5% | $2,498+25.9% | $2,471+27.2% |
| Participant deferral / active EE | $4,292 | $2,695+59.3% | $3,722+15.3% | $3,740+14.8% |
| Admin fee / account holder | $587 | $4,287-86.3% | $5,664-89.6% | $5,306-88.9% |