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 3-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 | $16,587 | $71,829-76.9% | $69,780-76.2% | $142,382-88.4% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.3%+13.6pp | 80.1%+12.7pp |
| Annual return | 22.67% | 31.01%-8.3pp | 26.31%-3.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,464 | $4,385-66.6% | $4,168-64.9% | $4,299-66.0% |
| Participant deferral / active EE | $3,549 | $6,819-48.0% | $6,164-42.4% | $6,507-45.5% |
| Admin fee / account holder | $2,867 | $7,818-63.3% | $7,285-60.6% | $12,624-77.3% |