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 6-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 | $9,948 | $81,248-87.8% | $155,509-93.6% | $80,856-87.7% |
| Participation rate | 81.1% | 66.2%+14.9pp | 78.2%+2.9pp | 67.6%+13.5pp |
| Annual return | 19.81% | 33.31%-13.5pp | 64.67%-44.9pp | 35.59%-15.8pp |
| Employer contribution / active EE | $601 | $3,100-80.6% | $4,672-87.1% | $2,755-78.2% |
| Participant deferral / active EE | $2,014 | $3,452-41.6% | $5,626-64.2% | $4,296-53.1% |
| Admin fee / account holder | $902 | $7,997-88.7% | $15,912-94.3% | $6,918-87.0% |