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 5-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 | $9,190 | $80,717-88.6% | $154,803-94.1% | $84,808-89.2% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 19.73% | 37.96%-18.2pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $390 | $2,761-85.9% | $4,305-90.9% | $2,631-85.2% |
| Participant deferral / active EE | $1,487 | $3,303-55.0% | $5,540-73.2% | $4,212-64.7% |
| Admin fee / account holder | $1,092 | $6,746-83.8% | $14,329-92.4% | $7,344-85.1% |