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 | $19,830 | $60,892-67.4% | $82,389-75.9% | $84,808-76.6% |
| Participation rate | 92.3% | 63.3%+29.0pp | 69.5%+22.8pp | 68.3%+24.0pp |
| Annual return | 17.65% | 37.29%-19.6pp | 28.67%-11.0pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,472 | $1,779+38.9% | $2,517-1.8% | $2,631-6.0% |
| Participant deferral / active EE | $4,795 | $3,179+50.9% | $4,155+15.4% | $4,212+13.9% |
| Admin fee / account holder | $6,001 | $5,467+9.8% | $7,231-17.0% | $7,344-18.3% |