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 | $12,364 | $95,266-87.0% | $82,389-85.0% | $142,382-91.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 19.65% | 25.74%-6.1pp | 28.67%-9.0pp | 217.08%-197.4pp |
| Employer contribution / active EE | $904 | $2,991-69.8% | $2,517-64.1% | $4,299-79.0% |
| Participant deferral / active EE | $1,725 | $4,809-64.1% | $4,155-58.5% | $6,507-73.5% |
| Admin fee / account holder | $2,348 | $8,563-72.6% | $7,231-67.5% | $12,624-81.4% |