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 7-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 | $18,612 | $81,248-77.1% | $155,509-88.0% | $80,856-77.0% |
| Participation rate | 84.4% | 66.2%+18.2pp | 78.2%+6.3pp | 67.6%+16.8pp |
| Annual return | 20.71% | 33.31%-12.6pp | 64.67%-44.0pp | 35.59%-14.9pp |
| Employer contribution / active EE | $1,028 | $3,100-66.8% | $4,672-78.0% | $2,755-62.7% |
| Participant deferral / active EE | $4,219 | $3,452+22.2% | $5,626-25.0% | $4,296-1.8% |
| Admin fee / account holder | $2,037 | $7,997-74.5% | $15,912-87.2% | $6,918-70.6% |