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 | $22,024 | $78,672-72.0% | $109,143-79.8% | $85,850-74.3% |
| Participation rate | 78.0% | 68.3%+9.8pp | 75.9%+2.2pp | 69.3%+8.7pp |
| Annual return | 13.19% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,890 | $2,735-30.9% | $3,722-49.2% | $2,565-26.3% |
| Participant deferral / active EE | $2,928 | $3,467-15.6% | $4,653-37.1% | $3,952-25.9% |
| Admin fee / account holder | $576 | $5,469-89.5% | $6,752-91.5% | $6,260-90.8% |