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 | $10,991 | $81,248-86.5% | $155,509-92.9% | $80,856-86.4% |
| Participation rate | 95.2% | 66.2%+28.9pp | 78.2%+17.0pp | 67.6%+27.5pp |
| Annual return | 11.01% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,078 | $3,100-65.2% | $4,672-76.9% | $2,755-60.9% |
| Participant deferral / active EE | $2,638 | $3,452-23.6% | $5,626-53.1% | $4,296-38.6% |
| Admin fee / account holder | $793 | $7,997-90.1% | $15,912-95.0% | $6,918-88.5% |