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 9-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 | $10,725 | $80,717-86.7% | $154,803-93.1% | $84,808-87.4% |
| Participation rate | 70.8% | 66.8%+4.0pp | 78.1%-7.2pp | 68.3%+2.5pp |
| Annual return | 15.08% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $684 | $2,761-75.2% | $4,305-84.1% | $2,631-74.0% |
| Participant deferral / active EE | $1,220 | $3,303-63.1% | $5,540-78.0% | $4,212-71.0% |
| Admin fee / account holder | $2,313 | $6,746-65.7% | $14,329-83.9% | $7,344-68.5% |