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 | $18,812 | $57,016-67.0% | $84,966-77.9% | $80,856-76.7% |
| Participation rate | 94.1% | 56.3%+37.8pp | 67.5%+26.6pp | 67.6%+26.5pp |
| Annual return | 17.79% | 21.66%-3.9pp | 66.38%-48.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,176 | $1,798-34.6% | $2,727-56.9% | $2,755-57.3% |
| Participant deferral / active EE | $4,557 | $3,110+46.6% | $4,519+0.8% | $4,296+6.1% |
| Admin fee / account holder | $1,664 | $4,980-66.6% | $6,149-72.9% | $6,918-76.0% |