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 3-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 | $15,188 | $60,892-75.1% | $82,389-81.6% | $84,808-82.1% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 19.43% | 37.29%-17.9pp | 28.67%-9.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $715 | $1,779-59.8% | $2,517-71.6% | $2,631-72.8% |
| Participant deferral / active EE | $3,953 | $3,179+24.4% | $4,155-4.9% | $4,212-6.1% |
| Admin fee / account holder | $1,663 | $5,467-69.6% | $7,231-77.0% | $7,344-77.4% |