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 | $23,937 | $81,460-70.6% | $103,333-76.8% | $80,856-70.4% |
| Participation rate | 89.8% | 66.8%+23.0pp | 74.5%+15.3pp | 67.6%+22.2pp |
| Annual return | 13.39% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,445 | $3,105-21.2% | $3,868-36.8% | $2,755-11.2% |
| Participant deferral / active EE | $3,839 | $3,869-0.8% | $5,057-24.1% | $4,296-10.6% |
| Admin fee / account holder | $4,037 | $6,566-38.5% | $8,355-51.7% | $6,918-41.6% |