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 6-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 | $20,789 | $74,927-72.3% | $101,794-79.6% | $84,808-75.5% |
| Participation rate | 84.7% | 61.4%+23.3pp | 69.2%+15.5pp | 68.3%+16.4pp |
| Annual return | 13.42% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $804 | $1,522-47.2% | $2,289-64.9% | $2,631-69.5% |
| Participant deferral / active EE | $4,046 | $3,099+30.6% | $4,084-0.9% | $4,212-3.9% |
| Admin fee / account holder | $8,763 | $6,514+34.5% | $8,777-0.2% | $7,344+19.3% |