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 | $18,684 | $45,035-58.5% | $62,995-70.3% | $70,131-73.4% |
| Participation rate | 97.1% | 69.5%+27.5pp | 74.8%+22.3pp | 69.5%+27.5pp |
| Annual return | 18.55% | 18.76%-0.2pp | 87.57%-69.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,168 | $2,051+5.7% | $2,759-21.4% | $2,342-7.5% |
| Participant deferral / active EE | $1,522 | $2,465-38.2% | $3,329-54.3% | $3,332-54.3% |
| Admin fee / account holder | $664 | $2,834-76.6% | $3,600-81.5% | $4,645-85.7% |