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 | $8,403 | $80,717-89.6% | $154,803-94.6% | $84,808-90.1% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 22.70% | 37.96%-15.3pp | 58.88%-36.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $724 | $2,761-73.8% | $4,305-83.2% | $2,631-72.5% |
| Participant deferral / active EE | $1,923 | $3,303-41.8% | $5,540-65.3% | $4,212-54.3% |
| Admin fee / account holder | $580 | $6,746-91.4% | $14,329-96.0% | $7,344-92.1% |