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 | $30,500 | $110,257-72.3% | $96,544-68.4% | $139,434-78.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 14.08% | 26.32%-12.2pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,053 | $3,620-70.9% | $2,965-64.5% | $4,751-77.8% |
| Participant deferral / active EE | $3,124 | $5,548-43.7% | $4,851-35.6% | $6,710-53.4% |
| Admin fee / account holder | $1,195 | $11,591-89.7% | $8,252-85.5% | $11,403-89.5% |