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 4-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 | $13,408 | $60,892-78.0% | $82,389-83.7% | $84,808-84.2% |
| Participation rate | 78.1% | 63.3%+14.9pp | 69.5%+8.6pp | 68.3%+9.8pp |
| Annual return | 16.12% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $660 | $1,779-62.9% | $2,517-73.8% | $2,631-74.9% |
| Participant deferral / active EE | $2,484 | $3,179-21.8% | $4,155-40.2% | $4,212-41.0% |
| Admin fee / account holder | $2,130 | $5,467-61.0% | $7,231-70.5% | $7,344-71.0% |