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 | $13,495 | $60,022-77.5% | $88,946-84.8% | $84,808-84.1% |
| Participation rate | 97.6% | 57.8%+39.7pp | 68.8%+28.7pp | 68.3%+29.2pp |
| Annual return | 17.26% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $515 | $1,703-69.7% | $2,555-79.8% | $2,631-80.4% |
| Participant deferral / active EE | $3,147 | $3,114+1.1% | $4,581-31.3% | $4,212-25.3% |
| Admin fee / account holder | $2,976 | $4,811-38.1% | $8,261-64.0% | $7,344-59.5% |