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 | $41,472 | $106,515-61.1% | $96,683-57.1% | $139,434-70.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 22.83% | 38.43%-15.6pp | 35.69%-12.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,052 | $4,103-50.0% | $3,737-45.1% | $4,751-56.8% |
| Participant deferral / active EE | $5,037 | $5,454-7.6% | $4,878+3.3% | $6,710-24.9% |
| Admin fee / account holder | $305 | $7,877-96.1% | $6,730-95.5% | $11,403-97.3% |