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 | $20,217 | $110,261-81.7% | $95,745-78.9% | $139,434-85.5% |
| Participation rate | 72.2% | 75.8%-3.5pp | 72.3%0pp | 80.3%-8.1pp |
| Annual return | 17.88% | 27.11%-9.2pp | 28.35%-10.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,387 | $3,257-57.4% | $2,835-51.1% | $4,751-70.8% |
| Participant deferral / active EE | $2,221 | $4,676-52.5% | $4,245-47.7% | $6,710-66.9% |
| Admin fee / account holder | $1,055 | $6,613-84.0% | $5,678-81.4% | $11,403-90.7% |