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 | $21,316 | $64,839-67.1% | $95,585-77.7% | $84,808-74.9% |
| Participation rate | 94.3% | 63.8%+30.5pp | 72.1%+22.2pp | 68.3%+26.0pp |
| Annual return | 17.08% | -670.96%+688.0pp | 38.56%-21.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,058 | $1,759+17.0% | $2,527-18.6% | $2,631-21.8% |
| Participant deferral / active EE | $2,145 | $2,965-27.6% | $4,023-46.7% | $4,212-49.1% |
| Admin fee / account holder | $1,369 | $5,964-77.1% | $6,127-77.7% | $7,344-81.4% |