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 | $8,787 | $60,892-85.6% | $82,389-89.3% | $84,808-89.6% |
| Participation rate | 85.7% | 63.3%+22.4pp | 69.5%+16.2pp | 68.3%+17.4pp |
| Annual return | 21.28% | 37.29%-16.0pp | 28.67%-7.4pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,892 | $1,779+6.3% | $2,517-24.8% | $2,631-28.1% |
| Participant deferral / active EE | $2,492 | $3,179-21.6% | $4,155-40.0% | $4,212-40.8% |
| Admin fee / account holder | $2,079 | $5,467-62.0% | $7,231-71.2% | $7,344-71.7% |