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 | $7,913 | $80,717-90.2% | $154,803-94.9% | $84,808-90.7% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 31.31% | 37.96%-6.6pp | 58.88%-27.6pp | 40.90%-9.6pp |
| Employer contribution / active EE | $907 | $2,761-67.2% | $4,305-78.9% | $2,631-65.5% |
| Participant deferral / active EE | $1,942 | $3,303-41.2% | $5,540-64.9% | $4,212-53.9% |
| Admin fee / account holder | $759 | $6,746-88.7% | $14,329-94.7% | $7,344-89.7% |