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 7-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 | $20,894 | $80,717-74.1% | $154,803-86.5% | $84,808-75.4% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.3pp | 68.3%+30.0pp |
| Annual return | 13.71% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,992 | $2,761-27.9% | $4,305-53.7% | $2,631-24.3% |
| Participant deferral / active EE | $1,445 | $3,303-56.3% | $5,540-73.9% | $4,212-65.7% |
| Admin fee / account holder | $1,303 | $6,746-80.7% | $14,329-90.9% | $7,344-82.3% |