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 | $13,708 | $60,022-77.2% | $88,946-84.6% | $84,808-83.8% |
| Participation rate | 89.5% | 57.8%+31.6pp | 68.8%+20.6pp | 68.3%+21.2pp |
| Annual return | 19.50% | 22.43%-2.9pp | 57.82%-38.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,327 | $1,703+36.6% | $2,555-8.9% | $2,631-11.6% |
| Participant deferral / active EE | $2,862 | $3,114-8.1% | $4,581-37.5% | $4,212-32.0% |
| Admin fee / account holder | $1,645 | $4,811-65.8% | $8,261-80.1% | $7,344-77.6% |