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 6-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 | $57,207 | $101,724-43.8% | $164,813-65.3% | $80,856-29.2% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 13.77% | 16.72%-2.9pp | 69.93%-56.2pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,420 | $2,953-51.9% | $4,341-67.3% | $2,755-48.5% |
| Participant deferral / active EE | $4,256 | $4,477-4.9% | $6,031-29.4% | $4,296-0.9% |
| Admin fee / account holder | $2,182 | $8,227-73.5% | $12,690-82.8% | $6,918-68.5% |