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 | $23,341 | $81,248-71.3% | $155,509-85.0% | $80,856-71.1% |
| Participation rate | 75.4% | 66.2%+9.2pp | 78.2%-2.8pp | 67.6%+7.8pp |
| Annual return | 20.47% | 33.31%-12.8pp | 64.67%-44.2pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,703 | $3,100-45.1% | $4,672-63.6% | $2,755-38.2% |
| Participant deferral / active EE | $2,333 | $3,452-32.4% | $5,626-58.5% | $4,296-45.7% |
| Admin fee / account holder | $1,314 | $7,997-83.6% | $15,912-91.7% | $6,918-81.0% |