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 | $27,376 | $106,584-74.3% | $101,326-73.0% | $142,382-80.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 18.21% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,501 | $3,956-36.8% | $3,665-31.8% | $4,299-41.8% |
| Participant deferral / active EE | $4,390 | $8,297-47.1% | $7,994-45.1% | $6,507-32.5% |
| Admin fee / account holder | $992 | $11,446-91.3% | $11,185-91.1% | $12,624-92.1% |