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 7-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 | $12,854 | $80,717-84.1% | $154,803-91.7% | $84,808-84.8% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 16.70% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,414 | $2,761-48.8% | $4,305-67.2% | $2,631-46.3% |
| Participant deferral / active EE | $2,461 | $3,303-25.5% | $5,540-55.6% | $4,212-41.6% |
| Admin fee / account holder | $501 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |