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 | $23,931 | $71,050-66.3% | $93,606-74.4% | $80,856-70.4% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 13.82% | 11.26%+2.6pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,379 | $1,564+52.2% | $2,420-1.7% | $2,755-13.6% |
| Participant deferral / active EE | $3,777 | $4,034-6.4% | $4,411-14.4% | $4,296-12.1% |
| Admin fee / account holder | $1,788 | $6,945-74.3% | $8,285-78.4% | $6,918-74.2% |