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 | $19,441 | $64,480-69.8% | $81,382-76.1% | $80,856-76.0% |
| Participation rate | 92.7% | 63.9%+28.9pp | 69.5%+23.2pp | 67.6%+25.1pp |
| Annual return | 13.52% | 16.34%-2.8pp | 24.73%-11.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $554 | $1,978-72.0% | $2,463-77.5% | $2,755-79.9% |
| Participant deferral / active EE | $1,219 | $3,094-60.6% | $3,883-68.6% | $4,296-71.6% |
| Admin fee / account holder | $1,247 | $5,671-78.0% | $5,768-78.4% | $6,918-82.0% |