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 | $17,178 | $80,717-78.7% | $154,803-88.9% | $84,808-79.7% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.2pp | 68.3%+18.9pp |
| Annual return | 17.54% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,199 | $2,761-56.6% | $4,305-72.1% | $2,631-54.4% |
| Participant deferral / active EE | $2,119 | $3,303-35.9% | $5,540-61.8% | $4,212-49.7% |
| Admin fee / account holder | $1,516 | $6,746-77.5% | $14,329-89.4% | $7,344-79.4% |