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 | $24,106 | $94,338-74.4% | $100,534-76.0% | $142,382-83.1% |
| Participation rate | 89.5% | 81.7%+7.7pp | 80.6%+8.9pp | 80.1%+9.4pp |
| Annual return | 23.04% | 29.20%-6.2pp | 32.66%-9.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,886 | $4,237-8.3% | $4,346-10.6% | $4,299-9.6% |
| Participant deferral / active EE | $8,119 | $5,934+36.8% | $6,144+32.1% | $6,507+24.8% |
| Admin fee / account holder | $1,948 | $8,421-76.9% | $7,654-74.5% | $12,624-84.6% |