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 3-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 | $14,619 | $95,266-84.7% | $82,389-82.3% | $142,382-89.7% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.5%+20.9pp | 80.1%+10.4pp |
| Annual return | 25.98% | 25.74%+0.2pp | 28.67%-2.7pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,118 | $2,991-29.2% | $2,517-15.9% | $4,299-50.7% |
| Participant deferral / active EE | $4,636 | $4,809-3.6% | $4,155+11.6% | $6,507-28.8% |
| Admin fee / account holder | $617 | $8,563-92.8% | $7,231-91.5% | $12,624-95.1% |