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 | $18,781 | $107,452-82.5% | $91,541-79.5% | $142,382-86.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.18% | 22.06%-2.9pp | 20.50%-1.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,079 | $2,994-64.0% | $2,505-56.9% | $4,299-74.9% |
| Participant deferral / active EE | $3,533 | $4,754-25.7% | $4,008-11.9% | $6,507-45.7% |
| Admin fee / account holder | $549 | $8,834-93.8% | $6,956-92.1% | $12,624-95.7% |