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 | $16,212 | $62,573-74.1% | $85,682-81.1% | $85,850-81.1% |
| Participation rate | 81.8% | 61.1%+20.7pp | 69.9%+12.0pp | 69.3%+12.5pp |
| Annual return | 11.36% | 23.77%-12.4pp | 21.49%-10.1pp | 318.53%-307.2pp |
| Employer contribution / active EE | $295 | $1,757-83.2% | $2,618-88.7% | $2,565-88.5% |
| Participant deferral / active EE | $1,665 | $2,802-40.6% | $3,923-57.5% | $3,952-57.9% |
| Admin fee / account holder | $925 | $4,640-80.1% | $6,873-86.5% | $6,260-85.2% |