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 8-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 | $8,895 | $51,175-82.6% | $70,515-87.4% | $75,163-88.2% |
| Participation rate | 72.4% | 60.9%+11.5pp | 68.3%+4.1pp | 67.2%+5.2pp |
| Annual return | 18.80% | 30.02%-11.2pp | 32.77%-14.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,622 | $2,849+27.1% | $4,567-20.7% | $4,125-12.2% |
| Admin fee / account holder | $1,042 | $4,091-74.5% | $6,412-83.7% | $5,651-81.6% |