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 | $31,716 | $79,944-60.3% | $98,439-67.8% | $75,163-57.8% |
| Participation rate | 85.4% | 70.4%+15.0pp | 75.2%+10.3pp | 67.2%+18.2pp |
| Annual return | 15.74% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,474 | $3,752-34.1% | $4,738-47.8% | $4,125-40.0% |
| Admin fee / account holder | $1,241 | $6,840-81.9% | $8,948-86.1% | $5,651-78.0% |