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 4-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 | $15,501 | $64,839-76.1% | $95,585-83.8% | $84,808-81.7% |
| Participation rate | 89.7% | 63.8%+25.9pp | 72.1%+17.7pp | 68.3%+21.4pp |
| Annual return | 24.81% | -670.96%+695.8pp | 38.56%-13.7pp | 40.90%-16.1pp |
| Employer contribution / active EE | $1,184 | $1,759-32.7% | $2,527-53.1% | $2,631-55.0% |
| Participant deferral / active EE | $1,978 | $2,965-33.3% | $4,023-50.8% | $4,212-53.0% |
| Admin fee / account holder | $818 | $5,964-86.3% | $6,127-86.7% | $7,344-88.9% |