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 | $4,593 | $20,316-77.4% | $66,042-93.0% | $74,304-93.8% |
| Participation rate | 90.4% | 62.8%+27.6pp | 67.5%+22.9pp | 60.3%+30.0pp |
| Annual return | 19.08% | 28.10%-9.0pp | 52.11%-33.0pp | 29.43%-10.4pp |
| Employer contribution / active EE | $815 | $745+9.5% | $1,579-48.4% | $2,241-63.6% |
| Participant deferral / active EE | $1,822 | $1,615+12.8% | $2,835-35.7% | $3,767-51.6% |
| Admin fee / account holder | $1,255 | $1,668-24.8% | $5,747-78.2% | $2,969-57.7% |