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 | $20,670 | $111,754-81.5% | $103,333-80.0% | $145,922-85.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 26.93% | 24.77%+2.2pp | 24.88%+2.0pp | 561.29%-534.4pp |
| Employer contribution / active EE | $1,221 | $4,212-71.0% | $3,868-68.4% | $4,660-73.8% |
| Participant deferral / active EE | $5,497 | $5,619-2.2% | $5,057+8.7% | $6,688-17.8% |
| Admin fee / account holder | $2,060 | $9,750-78.9% | $8,355-75.3% | $13,397-84.6% |