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 3-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 | $21,472 | $80,717-73.4% | $154,803-86.1% | $84,808-74.7% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 22.81% | 37.96%-15.2pp | 58.88%-36.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,007 | $2,761-63.5% | $4,305-76.6% | $2,631-61.7% |
| Participant deferral / active EE | $7,398 | $3,303+124.0% | $5,540+33.5% | $4,212+75.7% |
| Admin fee / account holder | $1,773 | $6,746-73.7% | $14,329-87.6% | $7,344-75.9% |