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 | $30,503 | $127,065-76.0% | $113,168-73.0% | $142,382-78.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 24.88% | 24.03%+0.9pp | 24.27%+0.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $4,865 | $3,442+41.3% | $2,975+63.5% | $4,299+13.2% |
| Participant deferral / active EE | $7,219 | $5,716+26.3% | $5,107+41.4% | $6,507+10.9% |
| Admin fee / account holder | $1,615 | $15,736-89.7% | $12,068-86.6% | $12,624-87.2% |