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 6-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 | $23,648 | $54,705-56.8% | $71,209-66.8% | $84,808-72.1% |
| Participation rate | 70.0% | 64.1%+5.9pp | 73.8%-3.8pp | 68.3%+1.7pp |
| Annual return | 19.09% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $342 | $2,158-84.1% | $2,721-87.4% | $2,631-87.0% |
| Participant deferral / active EE | $2,590 | $3,030-14.5% | $4,175-38.0% | $4,212-38.5% |
| Admin fee / account holder | $782 | $4,863-83.9% | $5,349-85.4% | $7,344-89.4% |