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 | $29,511 | $109,881-73.1% | $150,045-80.3% | $84,808-65.2% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.5pp | 68.3%+7.6pp |
| Annual return | 17.48% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,330 | $3,561-6.5% | $4,693-29.0% | $2,631+26.6% |
| Participant deferral / active EE | $7,400 | $6,636+11.5% | $7,997-7.5% | $4,212+75.7% |
| Admin fee / account holder | $1,537 | $8,568-82.1% | $13,435-88.6% | $7,344-79.1% |