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 | $20,421 | $81,248-74.9% | $155,509-86.9% | $80,856-74.7% |
| Participation rate | 81.5% | 66.2%+15.3pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 24.17% | 33.31%-9.1pp | 64.67%-40.5pp | 35.59%-11.4pp |
| Employer contribution / active EE | $2,411 | $3,100-22.2% | $4,672-48.4% | $2,755-12.5% |
| Participant deferral / active EE | $3,897 | $3,452+12.9% | $5,626-30.7% | $4,296-9.3% |
| Admin fee / account holder | $5,147 | $7,997-35.6% | $15,912-67.7% | $6,918-25.6% |