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 3-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 | $11,495 | $94,338-87.8% | $100,534-88.6% | $142,382-91.9% |
| Participation rate | 86.4% | 81.7%+4.6pp | 80.6%+5.7pp | 80.1%+6.2pp |
| Annual return | 24.47% | 29.20%-4.7pp | 32.66%-8.2pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,716 | $4,237-59.5% | $4,346-60.5% | $4,299-60.1% |
| Participant deferral / active EE | $4,894 | $5,934-17.5% | $6,144-20.3% | $6,507-24.8% |
| Admin fee / account holder | $477 | $8,421-94.3% | $7,654-93.8% | $12,624-96.2% |