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 | $9,988 | $56,053-82.2% | $75,972-86.9% | $80,856-87.6% |
| Participation rate | 78.1% | 62.0%+16.1pp | 69.1%+9.1pp | 67.6%+10.5pp |
| Annual return | 10.70% | 20.53%-9.8pp | 359.55%-348.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $407 | $1,874-78.3% | $2,685-84.9% | $2,755-85.2% |
| Participant deferral / active EE | $1,571 | $3,052-48.5% | $4,255-63.1% | $4,296-63.4% |
| Admin fee / account holder | $2,553 | $5,234-51.2% | $6,467-60.5% | $6,918-63.1% |