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 8-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 | $17,844 | $68,719-74.0% | $91,541-80.5% | $84,808-79.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 21.84% | 19.12%+2.7pp | 20.50%+1.3pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,174 | $1,920-38.9% | $2,505-53.1% | $2,631-55.4% |
| Participant deferral / active EE | $2,592 | $3,136-17.3% | $4,008-35.3% | $4,212-38.5% |
| Admin fee / account holder | $2,567 | $5,786-55.6% | $6,956-63.1% | $7,344-65.0% |