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 | $22,224 | $104,974-78.8% | $95,585-76.7% | $142,382-84.4% |
| Participation rate | 95.7% | 75.0%+20.7pp | 72.1%+23.6pp | 80.1%+15.5pp |
| Annual return | 18.40% | 210.33%-191.9pp | 38.56%-20.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $927 | $2,779-66.7% | $2,527-63.3% | $4,299-78.4% |
| Participant deferral / active EE | $2,497 | $4,352-42.6% | $4,023-37.9% | $6,507-61.6% |
| Admin fee / account holder | $2,782 | $6,386-56.4% | $6,127-54.6% | $12,624-78.0% |