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 | $27,147 | $81,460-66.7% | $103,333-73.7% | $80,856-66.4% |
| Participation rate | 78.4% | 66.8%+11.5pp | 74.5%+3.9pp | 67.6%+10.7pp |
| Annual return | 11.02% | 25.55%-14.5pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,085 | $3,105-32.8% | $3,868-46.1% | $2,755-24.3% |
| Participant deferral / active EE | $3,555 | $3,869-8.1% | $5,057-29.7% | $4,296-17.3% |
| Admin fee / account holder | $975 | $6,566-85.2% | $8,355-88.3% | $6,918-85.9% |