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 3-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 | $8,862 | $57,016-84.5% | $84,966-89.6% | $80,856-89.0% |
| Participation rate | 98.5% | 56.3%+42.1pp | 67.5%+31.0pp | 67.6%+30.8pp |
| Annual return | 14.69% | 21.66%-7.0pp | 66.38%-51.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,514 | $1,798-15.8% | $2,727-44.5% | $2,755-45.0% |
| Participant deferral / active EE | $2,607 | $3,110-16.2% | $4,519-42.3% | $4,296-39.3% |
| Admin fee / account holder | $1,160 | $4,980-76.7% | $6,149-81.1% | $6,918-83.2% |