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 3-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 | $12,778 | $104,974-87.8% | $95,585-86.6% | $142,382-91.0% |
| Participation rate | 70.8% | 75.0%-4.1pp | 72.1%-1.2pp | 80.1%-9.3pp |
| Annual return | 23.81% | 210.33%-186.5pp | 38.56%-14.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,732 | $4,352-37.2% | $4,023-32.1% | $6,507-58.0% |
| Admin fee / account holder | $735 | $6,386-88.5% | $6,127-88.0% | $12,624-94.2% |