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 5-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 | $15,102 | $80,717-81.3% | $154,803-90.2% | $84,808-82.2% |
| Participation rate | 78.8% | 66.8%+12.0pp | 78.1%+0.7pp | 68.3%+10.5pp |
| Annual return | 18.68% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $639 | $2,761-76.9% | $4,305-85.2% | $2,631-75.7% |
| Participant deferral / active EE | $2,464 | $3,303-25.4% | $5,540-55.5% | $4,212-41.5% |
| Admin fee / account holder | $1,378 | $6,746-79.6% | $14,329-90.4% | $7,344-81.2% |