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 7-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 | $10,737 | $81,248-86.8% | $155,509-93.1% | $80,856-86.7% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.6%+19.0pp |
| Annual return | 14.57% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $692 | $3,100-77.7% | $4,672-85.2% | $2,755-74.9% |
| Participant deferral / active EE | $2,140 | $3,452-38.0% | $5,626-62.0% | $4,296-50.2% |
| Admin fee / account holder | $1,017 | $7,997-87.3% | $15,912-93.6% | $6,918-85.3% |