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 | $14,365 | $54,705-73.7% | $71,209-79.8% | $84,808-83.1% |
| Participation rate | 92.6% | 64.1%+28.5pp | 73.8%+18.8pp | 68.3%+24.3pp |
| Annual return | 20.90% | 35.90%-15.0pp | 282.51%-261.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,449 | $2,158-32.8% | $2,721-46.7% | $2,631-44.9% |
| Participant deferral / active EE | $2,903 | $3,030-4.2% | $4,175-30.5% | $4,212-31.1% |
| Admin fee / account holder | $778 | $4,863-84.0% | $5,349-85.5% | $7,344-89.4% |