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 | $16,732 | $80,717-79.3% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 30.36% | 37.96%-7.6pp | 58.88%-28.5pp | 40.90%-10.5pp |
| Employer contribution / active EE | $2,369 | $2,761-14.2% | $4,305-45.0% | $2,631-10.0% |
| Participant deferral / active EE | $3,839 | $3,303+16.2% | $5,540-30.7% | $4,212-8.9% |
| Admin fee / account holder | $326 | $6,746-95.2% | $14,329-97.7% | $7,344-95.6% |