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 | $6,606 | $20,316-67.5% | $66,042-90.0% | $74,304-91.1% |
| Participation rate | 78.6% | 62.8%+15.9pp | 67.5%+11.1pp | 60.3%+18.3pp |
| Annual return | 21.18% | 28.10%-6.9pp | 52.11%-30.9pp | 29.43%-8.3pp |
| Employer contribution / active EE | $788 | $745+5.8% | $1,579-50.1% | $2,241-64.8% |
| Participant deferral / active EE | $1,764 | $1,615+9.2% | $2,835-37.8% | $3,767-53.2% |
| Admin fee / account holder | $1,566 | $1,668-6.1% | $5,747-72.8% | $2,969-47.3% |