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 4-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 | $9,014 | $54,705-83.5% | $71,209-87.3% | $84,808-89.4% |
| Participation rate | 86.9% | 64.1%+22.8pp | 73.8%+13.1pp | 68.3%+18.6pp |
| Annual return | 24.08% | 35.90%-11.8pp | 282.51%-258.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,598 | $2,158-25.9% | $2,721-41.3% | $2,631-39.3% |
| Participant deferral / active EE | $1,699 | $3,030-43.9% | $4,175-59.3% | $4,212-59.7% |
| Admin fee / account holder | $320 | $4,863-93.4% | $5,349-94.0% | $7,344-95.6% |