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 | $19,275 | $127,065-84.8% | $113,168-83.0% | $142,382-86.5% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 12.03% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $938 | $3,442-72.8% | $2,975-68.5% | $4,299-78.2% |
| Participant deferral / active EE | $5,156 | $5,716-9.8% | $5,107+1.0% | $6,507-20.8% |
| Admin fee / account holder | $6,532 | $15,736-58.5% | $12,068-45.9% | $12,624-48.3% |