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 | $9,559 | $60,022-84.1% | $88,946-89.3% | $84,808-88.7% |
| Participation rate | 88.9% | 57.8%+31.0pp | 68.8%+20.0pp | 68.3%+20.6pp |
| Annual return | 27.79% | 22.43%+5.4pp | 57.82%-30.0pp | 40.90%-13.1pp |
| Employer contribution / active EE | $2,690 | $1,703+58.0% | $2,555+5.3% | $2,631+2.2% |
| Participant deferral / active EE | $2,486 | $3,114-20.1% | $4,581-45.7% | $4,212-41.0% |
| Admin fee / account holder | $1,657 | $4,811-65.6% | $8,261-79.9% | $7,344-77.4% |