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 | $32,673 | $91,407-64.3% | $135,903-76.0% | $71,457-54.3% |
| Participation rate | 93.5% | 75.7%+17.8pp | 81.9%+11.6pp | 67.9%+25.5pp |
| Annual return | 32.73% | 29.90%+2.8pp | 68.23%-35.5pp | 28.85%+3.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,676 | $7,092+64.6% | $7,758+50.5% | $4,289+172.3% |
| Admin fee / account holder | $1,856 | $1,266+46.6% | $10,762-82.8% | $1,587+16.9% |