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 | $16,051 | $22,587-28.9% | $65,255-75.4% | $75,163-78.6% |
| Participation rate | 87.9% | 63.1%+24.8pp | 65.0%+22.9pp | 67.2%+20.7pp |
| Annual return | 18.79% | 71.03%-52.2pp | 47.35%-28.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,485 | $941+57.9% | $1,691-12.2% | $2,670-44.4% |
| Participant deferral / active EE | $2,846 | $1,695+67.9% | $2,831+0.5% | $4,125-31.0% |
| Admin fee / account holder | $1,204 | $1,876-35.8% | $4,112-70.7% | $5,651-78.7% |