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 8-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 | $29,471 | $80,717-63.5% | $154,803-81.0% | $84,808-65.2% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 13.28% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,812 | $2,761-34.4% | $4,305-57.9% | $2,631-31.1% |
| Participant deferral / active EE | $1,198 | $3,303-63.7% | $5,540-78.4% | $4,212-71.6% |
| Admin fee / account holder | $2,633 | $6,746-61.0% | $14,329-81.6% | $7,344-64.1% |