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 | $9,580 | $94,338-89.8% | $100,534-90.5% | $142,382-93.3% |
| Participation rate | 95.5% | 81.7%+13.7pp | 80.6%+14.8pp | 80.1%+15.3pp |
| Annual return | 17.75% | 29.20%-11.4pp | 32.66%-14.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,523 | $4,237-64.0% | $4,346-65.0% | $4,299-64.6% |
| Participant deferral / active EE | $3,065 | $5,934-48.3% | $6,144-50.1% | $6,507-52.9% |
| Admin fee / account holder | $577 | $8,421-93.1% | $7,654-92.5% | $12,624-95.4% |