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 7-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 | $43,544 | $86,929-49.9% | $102,423-57.5% | $80,856-46.1% |
| Participation rate | 89.2% | 72.4%+16.9pp | 76.5%+12.7pp | 67.6%+21.6pp |
| Annual return | 20.00% | 18.88%+1.1pp | 29.32%-9.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,377 | $4,118+176.3% | $5,053+125.2% | $4,296+164.9% |
| Admin fee / account holder | $1,939 | $8,049-75.9% | $9,451-79.5% | $6,918-72.0% |