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 | $13,951 | $24,730-43.6% | $66,042-78.9% | $84,808-83.6% |
| Participation rate | 88.0% | 68.1%+19.9pp | 67.5%+20.5pp | 68.3%+19.7pp |
| Annual return | 19.70% | 79.55%-59.9pp | 52.11%-32.4pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,255 | $857+46.4% | $1,579-20.6% | $2,631-52.3% |
| Participant deferral / active EE | $2,787 | $1,737+60.5% | $2,835-1.7% | $4,212-33.8% |
| Admin fee / account holder | $2,048 | $3,014-32.0% | $5,747-64.4% | $7,344-72.1% |