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 | $28,153 | $109,881-74.4% | $150,045-81.2% | $84,808-66.8% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 32.34% | 28.25%+4.1pp | 62.55%-30.2pp | 40.90%-8.6pp |
| Employer contribution / active EE | $2,174 | $3,561-39.0% | $4,693-53.7% | $2,631-17.4% |
| Participant deferral / active EE | $5,487 | $6,636-17.3% | $7,997-31.4% | $4,212+30.3% |
| Admin fee / account holder | $766 | $8,568-91.1% | $13,435-94.3% | $7,344-89.6% |