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 4-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 | $11,801 | $60,892-80.6% | $82,389-85.7% | $84,808-86.1% |
| Participation rate | 73.5% | 63.3%+10.2pp | 69.5%+3.9pp | 68.3%+5.2pp |
| Annual return | 59.25% | 37.29%+22.0pp | 28.67%+30.6pp | 40.90%+18.3pp |
| Employer contribution / active EE | $1,161 | $1,779-34.7% | $2,517-53.9% | $2,631-55.9% |
| Participant deferral / active EE | $8,771 | $3,179+175.9% | $4,155+111.1% | $4,212+108.3% |
| Admin fee / account holder | $798 | $5,467-85.4% | $7,231-89.0% | $7,344-89.1% |