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 | $26,634 | $64,839-58.9% | $95,585-72.1% | $84,808-68.6% |
| Participation rate | 92.0% | 63.8%+28.2pp | 72.1%+19.9pp | 68.3%+23.7pp |
| Annual return | 17.29% | -670.96%+688.3pp | 38.56%-21.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,534 | $1,759-12.8% | $2,527-39.3% | $2,631-41.7% |
| Participant deferral / active EE | $2,219 | $2,965-25.2% | $4,023-44.8% | $4,212-47.3% |
| Admin fee / account holder | $730 | $5,964-87.8% | $6,127-88.1% | $7,344-90.1% |