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 | $24,366 | $71,050-65.7% | $93,606-74.0% | $80,856-69.9% |
| Participation rate | 81.9% | 60.4%+21.5pp | 68.7%+13.2pp | 67.6%+14.3pp |
| Annual return | 10.69% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $889 | $1,564-43.2% | $2,420-63.3% | $2,755-67.7% |
| Participant deferral / active EE | $4,324 | $4,034+7.2% | $4,411-2.0% | $4,296+0.6% |
| Admin fee / account holder | $2,708 | $6,945-61.0% | $8,285-67.3% | $6,918-60.9% |