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 | $23,364 | $111,754-79.1% | $103,333-77.4% | $145,922-84.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 18.25% | 24.77%-6.5pp | 24.88%-6.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,430 | $4,212-66.0% | $3,868-63.0% | $4,660-69.3% |
| Participant deferral / active EE | $1,830 | $5,619-67.4% | $5,057-63.8% | $6,688-72.6% |
| Admin fee / account holder | $544 | $9,750-94.4% | $8,355-93.5% | $13,397-95.9% |