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 | $18,626 | $48,230-61.4% | $67,502-72.4% | $80,856-77.0% |
| Participation rate | 93.6% | 66.4%+27.2pp | 72.9%+20.7pp | 67.6%+26.0pp |
| Annual return | 17.52% | 18.28%-0.8pp | 3512.12%-3494.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,656 | $2,020+31.5% | $2,731-2.7% | $2,755-3.6% |
| Participant deferral / active EE | $3,459 | $2,924+18.3% | $4,000-13.5% | $4,296-19.5% |
| Admin fee / account holder | $577 | $3,681-84.3% | $3,998-85.6% | $6,918-91.7% |