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 8-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 | $8,715 | $51,175-83.0% | $70,515-87.6% | $75,163-88.4% |
| Participation rate | 85.1% | 60.9%+24.2pp | 68.3%+16.8pp | 67.2%+17.9pp |
| Annual return | 23.03% | 30.02%-7.0pp | 32.77%-9.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $825 | $1,826-54.8% | $2,973-72.3% | $2,670-69.1% |
| Participant deferral / active EE | $2,483 | $2,849-12.8% | $4,567-45.6% | $4,125-39.8% |
| Admin fee / account holder | $921 | $4,091-77.5% | $6,412-85.6% | $5,651-83.7% |