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 | $11,276 | $95,266-88.2% | $82,389-86.3% | $142,382-92.1% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.5%+6.9pp | 80.1%-3.6pp |
| Annual return | 22.30% | 25.74%-3.4pp | 28.67%-6.4pp | 217.08%-194.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,368 | $4,809-30.0% | $4,155-18.9% | $6,507-48.2% |
| Admin fee / account holder | $440 | $8,563-94.9% | $7,231-93.9% | $12,624-96.5% |