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 | $23,798 | $77,813-69.4% | $123,544-80.7% | $64,186-62.9% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | 23.61% | 12.48%+11.1pp | 119.20%-95.6pp | 7.63%+16.0pp |
| Employer contribution / active EE | $1,694 | $3,014-43.8% | $4,628-63.4% | $2,381-28.9% |
| Participant deferral / active EE | $6,945 | $5,240+32.5% | $6,426+8.1% | $3,470+100.2% |
| Admin fee / account holder | $1,254 | $5,519-77.3% | $9,284-86.5% | $4,888-74.4% |