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 10-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 | $24,863 | $81,248-69.4% | $155,509-84.0% | $80,856-69.2% |
| Participation rate | 81.2% | 66.2%+14.9pp | 78.2%+3.0pp | 67.6%+13.5pp |
| Annual return | 14.17% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,757 | $3,100-43.3% | $4,672-62.4% | $2,755-36.2% |
| Participant deferral / active EE | $2,918 | $3,452-15.4% | $5,626-48.1% | $4,296-32.1% |
| Admin fee / account holder | $969 | $7,997-87.9% | $15,912-93.9% | $6,918-86.0% |