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 | $21,143 | $71,050-70.2% | $93,606-77.4% | $80,856-73.9% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.6%+7.4pp |
| Annual return | 18.94% | 11.26%+7.7pp | 133.20%-114.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,868 | $1,564+83.4% | $2,420+18.5% | $2,755+4.1% |
| Participant deferral / active EE | $5,506 | $4,034+36.5% | $4,411+24.8% | $4,296+28.2% |
| Admin fee / account holder | $4,842 | $6,945-30.3% | $8,285-41.6% | $6,918-30.0% |