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 | $27,542 | $60,022-54.1% | $88,946-69.0% | $84,808-67.5% |
| Participation rate | 76.3% | 57.8%+18.5pp | 68.8%+7.5pp | 68.3%+8.0pp |
| Annual return | 14.31% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $915 | $1,703-46.3% | $2,555-64.2% | $2,631-65.2% |
| Participant deferral / active EE | $4,156 | $3,114+33.5% | $4,581-9.3% | $4,212-1.3% |
| Admin fee / account holder | $3,364 | $4,811-30.1% | $8,261-59.3% | $7,344-54.2% |