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 | $25,438 | $95,266-73.3% | $82,389-69.1% | $142,382-82.1% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 23.89% | 25.74%-1.8pp | 28.67%-4.8pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,489 | $2,991+50.1% | $2,517+78.4% | $4,299+4.4% |
| Participant deferral / active EE | $6,979 | $4,809+45.1% | $4,155+68.0% | $6,507+7.2% |
| Admin fee / account holder | $1,373 | $8,563-84.0% | $7,231-81.0% | $12,624-89.1% |