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 8-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 | $25,612 | $124,281-79.4% | $109,143-76.5% | $167,490-84.7% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 29.43% | 26.04%+3.4pp | 25.75%+3.7pp | 478.56%-449.1pp |
| Employer contribution / active EE | $1,818 | $4,207-56.8% | $3,722-51.2% | $4,837-62.4% |
| Participant deferral / active EE | $5,007 | $5,255-4.7% | $4,653+7.6% | $6,341-21.0% |
| Admin fee / account holder | $767 | $7,970-90.4% | $6,752-88.6% | $12,309-93.8% |