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 | $17,944 | $117,983-84.8% | $101,794-82.4% | $142,382-87.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 17.02% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $788 | $2,773-71.6% | $2,289-65.6% | $4,299-81.7% |
| Participant deferral / active EE | $1,458 | $4,714-69.1% | $4,084-64.3% | $6,507-77.6% |
| Admin fee / account holder | $750 | $10,433-92.8% | $8,777-91.5% | $12,624-94.1% |