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 3-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 | $15,665 | $81,248-80.7% | $155,509-89.9% | $80,856-80.6% |
| Participation rate | 87.9% | 66.2%+21.7pp | 78.2%+9.7pp | 67.6%+20.3pp |
| Annual return | 14.95% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,198 | $3,100-29.1% | $4,672-53.0% | $2,755-20.2% |
| Participant deferral / active EE | $3,746 | $3,452+8.5% | $5,626-33.4% | $4,296-12.8% |
| Admin fee / account holder | $488 | $7,997-93.9% | $15,912-96.9% | $6,918-92.9% |