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 | $20,978 | $81,248-74.2% | $155,509-86.5% | $80,856-74.1% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.6%+20.7pp |
| Annual return | 15.33% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $822 | $3,100-73.5% | $4,672-82.4% | $2,755-70.2% |
| Participant deferral / active EE | $2,014 | $3,452-41.7% | $5,626-64.2% | $4,296-53.1% |
| Admin fee / account holder | $1,154 | $7,997-85.6% | $15,912-92.7% | $6,918-83.3% |