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 | $24,207 | $103,376-76.6% | $87,100-72.2% | $152,861-84.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 25.46% | 28.10%-2.6pp | 28.19%-2.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,624 | $3,220-49.6% | $2,521-35.6% | $4,762-65.9% |
| Participant deferral / active EE | $6,534 | $4,778+36.8% | $4,049+61.4% | $5,850+11.7% |
| Admin fee / account holder | $413 | $12,205-96.6% | $7,497-94.5% | $11,596-96.4% |