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 6-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 | $19,027 | $107,452-82.3% | $91,541-79.2% | $142,382-86.6% |
| Participation rate | 79.2% | 75.1%+4.1pp | 69.8%+9.4pp | 80.1%-1.0pp |
| Annual return | 20.32% | 22.06%-1.7pp | 20.50%-0.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,316 | $2,994-56.0% | $2,505-47.5% | $4,299-69.4% |
| Participant deferral / active EE | $3,528 | $4,754-25.8% | $4,008-12.0% | $6,507-45.8% |
| Admin fee / account holder | $1,456 | $8,834-83.5% | $6,956-79.1% | $12,624-88.5% |