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 | $16,555 | $81,248-79.6% | $155,509-89.4% | $80,856-79.5% |
| Participation rate | 83.7% | 66.2%+17.5pp | 78.2%+5.5pp | 67.6%+16.1pp |
| Annual return | 36.28% | 33.31%+3.0pp | 64.67%-28.4pp | 35.59%+0.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,144 | $3,452+78.0% | $5,626+9.2% | $4,296+43.0% |
| Admin fee / account holder | $1,850 | $7,997-76.9% | $15,912-88.4% | $6,918-73.3% |