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 5-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 | $13,616 | $59,101-77.0% | $77,163-82.4% | $75,163-81.9% |
| Participation rate | 92.3% | 63.9%+28.4pp | 69.6%+22.7pp | 67.2%+25.1pp |
| Annual return | 13.36% | 26.71%-13.3pp | 37.87%-24.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,300 | $1,995-34.9% | $2,535-48.7% | $2,670-51.3% |
| Participant deferral / active EE | $2,939 | $2,999-2.0% | $3,833-23.3% | $4,125-28.8% |
| Admin fee / account holder | $2,233 | $4,774-53.2% | $5,472-59.2% | $5,651-60.5% |