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 3-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 | $22,861 | $94,338-75.8% | $100,534-77.3% | $142,382-83.9% |
| Participation rate | 76.2% | 81.7%-5.5pp | 80.6%-4.4pp | 80.1%-3.9pp |
| Annual return | 27.19% | 29.20%-2.0pp | 32.66%-5.5pp | 217.08%-189.9pp |
| Employer contribution / active EE | $2,432 | $4,237-42.6% | $4,346-44.0% | $4,299-43.4% |
| Participant deferral / active EE | $5,981 | $5,934+0.8% | $6,144-2.7% | $6,507-8.1% |
| Admin fee / account holder | $487 | $8,421-94.2% | $7,654-93.6% | $12,624-96.1% |