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 | $25,248 | $80,717-68.7% | $154,803-83.7% | $84,808-70.2% |
| Participation rate | 82.6% | 66.8%+15.8pp | 78.1%+4.5pp | 68.3%+14.3pp |
| Annual return | 19.96% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $917 | $2,761-66.8% | $4,305-78.7% | $2,631-65.1% |
| Participant deferral / active EE | $2,736 | $3,303-17.2% | $5,540-50.6% | $4,212-35.0% |
| Admin fee / account holder | $466 | $6,746-93.1% | $14,329-96.8% | $7,344-93.7% |