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 6-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 | $11,029 | $80,717-86.3% | $154,803-92.9% | $84,808-87.0% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 23.53% | 37.96%-14.4pp | 58.88%-35.4pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,502 | $2,761-45.6% | $4,305-65.1% | $2,631-42.9% |
| Participant deferral / active EE | $2,583 | $3,303-21.8% | $5,540-53.4% | $4,212-38.7% |
| Admin fee / account holder | $745 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |