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 | $18,028 | $60,892-70.4% | $82,389-78.1% | $84,808-78.7% |
| Participation rate | 96.3% | 63.3%+33.0pp | 69.5%+26.7pp | 68.3%+28.0pp |
| Annual return | 15.78% | 37.29%-21.5pp | 28.67%-12.9pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,457 | $1,779-18.1% | $2,517-42.1% | $2,631-44.6% |
| Participant deferral / active EE | $2,880 | $3,179-9.4% | $4,155-30.7% | $4,212-31.6% |
| Admin fee / account holder | $648 | $5,467-88.2% | $7,231-91.0% | $7,344-91.2% |