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 | $17,896 | $117,983-84.8% | $101,794-82.4% | $142,382-87.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 17.94% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,979 | $2,773-28.6% | $2,289-13.6% | $4,299-54.0% |
| Participant deferral / active EE | $3,409 | $4,714-27.7% | $4,084-16.5% | $6,507-47.6% |
| Admin fee / account holder | $1,014 | $10,433-90.3% | $8,777-88.5% | $12,624-92.0% |