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 | $14,931 | $81,248-81.6% | $155,509-90.4% | $80,856-81.5% |
| Participation rate | 79.5% | 66.2%+13.3pp | 78.2%+1.4pp | 67.6%+11.9pp |
| Annual return | 12.16% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,529 | $3,100-50.7% | $4,672-67.3% | $2,755-44.5% |
| Participant deferral / active EE | $3,618 | $3,452+4.8% | $5,626-35.7% | $4,296-15.8% |
| Admin fee / account holder | $1,708 | $7,997-78.6% | $15,912-89.3% | $6,918-75.3% |