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 | $12,836 | $117,983-89.1% | $101,794-87.4% | $142,382-91.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 23.26% | 36.92%-13.7pp | 30.53%-7.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $750 | $2,773-73.0% | $2,289-67.2% | $4,299-82.6% |
| Participant deferral / active EE | $3,087 | $4,714-34.5% | $4,084-24.4% | $6,507-52.6% |
| Admin fee / account holder | $1,011 | $10,433-90.3% | $8,777-88.5% | $12,624-92.0% |