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 | $12,567 | $60,892-79.4% | $82,389-84.7% | $84,808-85.2% |
| Participation rate | 91.9% | 63.3%+28.6pp | 69.5%+22.3pp | 68.3%+23.6pp |
| Annual return | 20.67% | 37.29%-16.6pp | 28.67%-8.0pp | 40.90%-20.2pp |
| Employer contribution / active EE | $970 | $1,779-45.5% | $2,517-61.5% | $2,631-63.1% |
| Participant deferral / active EE | $3,172 | $3,179-0.2% | $4,155-23.7% | $4,212-24.7% |
| Admin fee / account holder | $1,583 | $5,467-71.0% | $7,231-78.1% | $7,344-78.4% |