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 | $26,078 | $109,881-76.3% | $150,045-82.6% | $84,808-69.3% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 19.70% | 28.25%-8.5pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,383 | $3,561-5.0% | $4,693-27.9% | $2,631+28.6% |
| Participant deferral / active EE | $5,336 | $6,636-19.6% | $7,997-33.3% | $4,212+26.7% |
| Admin fee / account holder | $4,746 | $8,568-44.6% | $13,435-64.7% | $7,344-35.4% |