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 | $15,776 | $81,248-80.6% | $155,509-89.9% | $80,856-80.5% |
| Participation rate | 85.5% | 66.2%+19.2pp | 78.2%+7.3pp | 67.6%+17.8pp |
| Annual return | 22.44% | 33.31%-10.9pp | 64.67%-42.2pp | 35.59%-13.2pp |
| Employer contribution / active EE | $2,708 | $3,100-12.7% | $4,672-42.1% | $2,755-1.7% |
| Participant deferral / active EE | $5,244 | $3,452+51.9% | $5,626-6.8% | $4,296+22.1% |
| Admin fee / account holder | $5,563 | $7,997-30.4% | $15,912-65.0% | $6,918-19.6% |