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 | $9,582 | $104,974-90.9% | $95,585-90.0% | $142,382-93.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 24.24% | 210.33%-186.1pp | 38.56%-14.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,387 | $2,779-50.1% | $2,527-45.1% | $4,299-67.7% |
| Participant deferral / active EE | $1,969 | $4,352-54.7% | $4,023-51.0% | $6,507-69.7% |
| Admin fee / account holder | $1,108 | $6,386-82.6% | $6,127-81.9% | $12,624-91.2% |