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 | $20,312 | $95,266-78.7% | $82,389-75.3% | $142,382-85.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 19.51% | 25.74%-6.2pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,932 | $2,991-35.4% | $2,517-23.3% | $4,299-55.1% |
| Participant deferral / active EE | $4,784 | $4,809-0.5% | $4,155+15.2% | $6,507-26.5% |
| Admin fee / account holder | $1,455 | $8,563-83.0% | $7,231-79.9% | $12,624-88.5% |