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 | $40,297 | $86,929-53.6% | $102,423-60.7% | $80,856-50.2% |
| Participation rate | 88.8% | 72.4%+16.4pp | 76.5%+12.3pp | 67.6%+21.1pp |
| Annual return | 14.94% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,868 | $2,369-21.1% | $3,023-38.2% | $2,755-32.2% |
| Participant deferral / active EE | $8,150 | $4,118+97.9% | $5,053+61.3% | $4,296+89.7% |
| Admin fee / account holder | $2,245 | $8,049-72.1% | $9,451-76.2% | $6,918-67.6% |