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 | $21,857 | $72,177-69.7% | $115,037-81.0% | $59,632-63.3% |
| Participation rate | 88.0% | 72.6%+15.4pp | 81.4%+6.6pp | 68.7%+19.3pp |
| Annual return | 17.32% | 12.02%+5.3pp | 26.14%-8.8pp | 2041.28%-2024.0pp |
| Employer contribution / active EE | $1,834 | $2,841-35.5% | $4,608-60.2% | $2,203-16.7% |
| Participant deferral / active EE | $4,465 | $4,783-6.7% | $6,026-25.9% | $3,192+39.9% |
| Admin fee / account holder | $1,098 | $4,927-77.7% | $8,175-86.6% | $4,297-74.4% |