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 9-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 | $17,830 | $49,227-63.8% | $70,449-74.7% | $79,858-77.7% |
| Participation rate | 88.7% | 69.2%+19.5pp | 75.1%+13.6pp | 69.6%+19.0pp |
| Annual return | 18.23% | 30.06%-11.8pp | 109.03%-90.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,468 | $2,768+25.3% | $3,709-6.5% | $3,740-7.3% |
| Admin fee / account holder | $1,093 | $2,878-62.0% | $3,845-71.6% | $5,306-79.4% |