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 | $21,224 | $25,014-15.1% | $69,647-69.5% | $80,856-73.8% |
| Participation rate | 88.2% | 64.2%+24.0pp | 66.5%+21.8pp | 67.6%+20.6pp |
| Annual return | 13.46% | 19.07%-5.6pp | 100.48%-87.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,414 | $993+42.4% | $1,712-17.4% | $2,755-48.7% |
| Participant deferral / active EE | $3,182 | $1,839+73.0% | $2,886+10.3% | $4,296-25.9% |
| Admin fee / account holder | $953 | $2,488-61.7% | $4,713-79.8% | $6,918-86.2% |