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 | $30,631 | $80,717-62.1% | $154,803-80.2% | $84,808-63.9% |
| Participation rate | 97.6% | 66.8%+30.7pp | 78.1%+19.5pp | 68.3%+29.2pp |
| Annual return | 14.64% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $976 | $2,761-64.6% | $4,305-77.3% | $2,631-62.9% |
| Participant deferral / active EE | $3,150 | $3,303-4.6% | $5,540-43.1% | $4,212-25.2% |
| Admin fee / account holder | $540 | $6,746-92.0% | $14,329-96.2% | $7,344-92.6% |