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 | $33,881 | $106,515-68.2% | $96,683-65.0% | $139,434-75.7% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 20.00% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,695 | $4,103-34.3% | $3,737-27.9% | $4,751-43.3% |
| Participant deferral / active EE | $5,596 | $5,454+2.6% | $4,878+14.7% | $6,710-16.6% |
| Admin fee / account holder | $5,244 | $7,877-33.4% | $6,730-22.1% | $11,403-54.0% |