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 | $16,181 | $60,022-73.0% | $88,946-81.8% | $84,808-80.9% |
| Participation rate | 87.8% | 57.8%+29.9pp | 68.8%+18.9pp | 68.3%+19.4pp |
| Annual return | 18.38% | 22.43%-4.1pp | 57.82%-39.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,718 | $3,114+19.4% | $4,581-18.9% | $4,212-11.7% |
| Admin fee / account holder | $994 | $4,811-79.3% | $8,261-88.0% | $7,344-86.5% |