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 9-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 | $35,283 | $163,101-78.4% | $136,749-74.2% | $142,382-75.2% |
| Participation rate | 81.3% | 78.2%+3.0pp | 72.1%+9.1pp | 80.1%+1.1pp |
| Annual return | 18.28% | 27.54%-9.3pp | 24.33%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,509 | $4,117-63.3% | $3,400-55.6% | $4,299-64.9% |
| Participant deferral / active EE | $1,862 | $5,585-66.7% | $4,692-60.3% | $6,507-71.4% |
| Admin fee / account holder | $2,678 | $14,318-81.3% | $11,386-76.5% | $12,624-78.8% |