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 | $23,335 | $73,933-68.4% | $96,683-75.9% | $75,163-69.0% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 23.39% | 26.70%-3.3pp | 35.69%-12.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $3,393 | $2,928+15.9% | $3,737-9.2% | $2,670+27.1% |
| Participant deferral / active EE | $5,240 | $3,659+43.2% | $4,878+7.4% | $4,125+27.0% |
| Admin fee / account holder | $2,621 | $5,216-49.8% | $6,730-61.1% | $5,651-53.6% |