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 | $27,133 | $80,717-66.4% | $154,803-82.5% | $84,808-68.0% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 19.44% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,370 | $2,761-50.4% | $4,305-68.2% | $2,631-47.9% |
| Participant deferral / active EE | $4,998 | $3,303+51.3% | $5,540-9.8% | $4,212+18.7% |
| Admin fee / account holder | $897 | $6,746-86.7% | $14,329-93.7% | $7,344-87.8% |