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 | $19,445 | $80,717-75.9% | $154,803-87.4% | $84,808-77.1% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 23.92% | 37.96%-14.0pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,797 | $2,761-34.9% | $4,305-58.3% | $2,631-31.7% |
| Participant deferral / active EE | $4,830 | $3,303+46.2% | $5,540-12.8% | $4,212+14.7% |
| Admin fee / account holder | $1,469 | $6,746-78.2% | $14,329-89.7% | $7,344-80.0% |