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 | $9,797 | $81,248-87.9% | $155,509-93.7% | $80,856-87.9% |
| Participation rate | 94.9% | 66.2%+28.7pp | 78.2%+16.7pp | 67.6%+27.3pp |
| Annual return | 27.50% | 33.31%-5.8pp | 64.67%-37.2pp | 35.59%-8.1pp |
| Employer contribution / active EE | $1,133 | $3,100-63.4% | $4,672-75.7% | $2,755-58.9% |
| Participant deferral / active EE | $2,459 | $3,452-28.8% | $5,626-56.3% | $4,296-42.8% |
| Admin fee / account holder | $439 | $7,997-94.5% | $15,912-97.2% | $6,918-93.7% |