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 5-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 | $26,030 | $109,881-76.3% | $150,045-82.7% | $84,808-69.3% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 34.49% | 28.25%+6.2pp | 62.55%-28.1pp | 40.90%-6.4pp |
| Employer contribution / active EE | $1,560 | $3,561-56.2% | $4,693-66.8% | $2,631-40.7% |
| Participant deferral / active EE | $8,001 | $6,636+20.6% | $7,9970% | $4,212+90.0% |
| Admin fee / account holder | $4,991 | $8,568-41.7% | $13,435-62.8% | $7,344-32.0% |