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 5-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 | $13,936 | $54,705-74.5% | $71,209-80.4% | $84,808-83.6% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 14.85% | 35.90%-21.0pp | 282.51%-267.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $919 | $2,158-57.4% | $2,721-66.2% | $2,631-65.1% |
| Participant deferral / active EE | $2,047 | $3,030-32.4% | $4,175-51.0% | $4,212-51.4% |
| Admin fee / account holder | $717 | $4,863-85.3% | $5,349-86.6% | $7,344-90.2% |