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 | $17,028 | $60,892-72.0% | $82,389-79.3% | $84,808-79.9% |
| Participation rate | 75.0% | 63.3%+11.7pp | 69.5%+5.5pp | 68.3%+6.7pp |
| Annual return | 25.79% | 37.29%-11.5pp | 28.67%-2.9pp | 40.90%-15.1pp |
| Employer contribution / active EE | $751 | $1,779-57.8% | $2,517-70.2% | $2,631-71.5% |
| Participant deferral / active EE | $2,062 | $3,179-35.1% | $4,155-50.4% | $4,212-51.0% |
| Admin fee / account holder | $1,734 | $5,467-68.3% | $7,231-76.0% | $7,344-76.4% |