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 4-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 | $24,567 | $127,065-80.7% | $113,168-78.3% | $142,382-82.7% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 22.98% | 24.03%-1.1pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,199 | $3,442-36.1% | $2,975-26.1% | $4,299-48.8% |
| Participant deferral / active EE | $5,657 | $5,716-1.0% | $5,107+10.8% | $6,507-13.1% |
| Admin fee / account holder | $4,577 | $15,736-70.9% | $12,068-62.1% | $12,624-63.7% |