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 | $14,299 | $68,719-79.2% | $91,541-84.4% | $84,808-83.1% |
| Participation rate | 87.8% | 64.5%+23.3pp | 69.8%+18.1pp | 68.3%+19.5pp |
| Annual return | 14.93% | 19.12%-4.2pp | 20.50%-5.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,072 | $1,920-44.1% | $2,505-57.2% | $2,631-59.2% |
| Participant deferral / active EE | $2,852 | $3,136-9.0% | $4,008-28.8% | $4,212-32.3% |
| Admin fee / account holder | $3,143 | $5,786-45.7% | $6,956-54.8% | $7,344-57.2% |