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 | $14,123 | $117,983-88.0% | $101,794-86.1% | $142,382-90.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 23.22% | 36.92%-13.7pp | 30.53%-7.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,990 | $2,773+7.8% | $2,289+30.6% | $4,299-30.5% |
| Participant deferral / active EE | $3,933 | $4,714-16.6% | $4,084-3.7% | $6,507-39.6% |
| Admin fee / account holder | $1,896 | $10,433-81.8% | $8,777-78.4% | $12,624-85.0% |