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 | $28,565 | $68,719-58.4% | $91,541-68.8% | $84,808-66.3% |
| Participation rate | 97.7% | 64.5%+33.2pp | 69.8%+28.0pp | 68.3%+29.4pp |
| Annual return | 17.05% | 19.12%-2.1pp | 20.50%-3.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $615 | $1,920-68.0% | $2,505-75.5% | $2,631-76.6% |
| Participant deferral / active EE | $6,579 | $3,136+109.8% | $4,008+64.1% | $4,212+56.2% |
| Admin fee / account holder | $1,472 | $5,786-74.6% | $6,956-78.8% | $7,344-80.0% |