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 6-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 | $21,889 | $85,022-74.3% | $70,515-69.0% | $139,434-84.3% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 12.94% | 30.38%-17.4pp | 32.77%-19.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,222 | $3,909-43.2% | $2,973-25.3% | $4,751-53.2% |
| Participant deferral / active EE | $6,901 | $5,890+17.2% | $4,567+51.1% | $6,710+2.8% |
| Admin fee / account holder | $1,190 | $8,906-86.6% | $6,412-81.4% | $11,403-89.6% |