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 9-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 | $12,924 | $81,248-84.1% | $155,509-91.7% | $80,856-84.0% |
| Participation rate | 86.0% | 66.2%+19.8pp | 78.2%+7.9pp | 67.6%+18.4pp |
| Annual return | 15.01% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,700 | $3,452-21.8% | $5,626-52.0% | $4,296-37.2% |
| Admin fee / account holder | $2,085 | $7,997-73.9% | $15,912-86.9% | $6,918-69.9% |