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 | $25,629 | $106,584-76.0% | $101,326-74.7% | $142,382-82.0% |
| Participation rate | 94.4% | 82.7%+11.8pp | 81.5%+12.9pp | 80.1%+14.3pp |
| Annual return | 17.25% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,953 | $3,956-50.6% | $3,665-46.7% | $4,299-54.6% |
| Participant deferral / active EE | $2,665 | $8,297-67.9% | $7,994-66.7% | $6,507-59.0% |
| Admin fee / account holder | $2,535 | $11,446-77.9% | $11,185-77.3% | $12,624-79.9% |