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 | $13,289 | $114,381-88.4% | $107,525-87.6% | $142,382-90.7% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 18.22% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,123 | $4,015-47.1% | $3,754-43.4% | $4,299-50.6% |
| Participant deferral / active EE | $3,260 | $5,564-41.4% | $5,116-36.3% | $6,507-49.9% |
| Admin fee / account holder | $2,943 | $9,860-70.2% | $8,919-67.0% | $12,624-76.7% |