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 3-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 | $13,062 | $60,022-78.2% | $88,946-85.3% | $84,808-84.6% |
| Participation rate | 98.3% | 57.8%+40.4pp | 68.8%+29.4pp | 68.3%+30.0pp |
| Annual return | 16.36% | 22.43%-6.1pp | 57.82%-41.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,231 | $1,703+31.0% | $2,555-12.7% | $2,631-15.2% |
| Participant deferral / active EE | $4,980 | $3,114+59.9% | $4,581+8.7% | $4,212+18.2% |
| Admin fee / account holder | $4,843 | $4,811+0.7% | $8,261-41.4% | $7,344-34.1% |