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 9-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 | $19,626 | $106,515-81.6% | $96,683-79.7% | $139,434-85.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 37.86% | 38.43%-0.6pp | 35.69%+2.2pp | 372.94%-335.1pp |
| Employer contribution / active EE | $3,923 | $4,103-4.4% | $3,737+5.0% | $4,751-17.4% |
| Participant deferral / active EE | $4,831 | $5,454-11.4% | $4,878-1.0% | $6,710-28.0% |
| Admin fee / account holder | $1,462 | $7,877-81.4% | $6,730-78.3% | $11,403-87.2% |