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 | $18,862 | $81,248-76.8% | $155,509-87.9% | $80,856-76.7% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.2%+18.0pp | 67.6%+28.6pp |
| Annual return | 16.23% | 33.31%-17.1pp | 64.67%-48.4pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,916 | $3,100-38.2% | $4,672-59.0% | $2,755-30.5% |
| Participant deferral / active EE | $5,238 | $3,452+51.8% | $5,626-6.9% | $4,296+21.9% |
| Admin fee / account holder | $1,204 | $7,997-84.9% | $15,912-92.4% | $6,918-82.6% |