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 3-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 | $27,040 | $109,881-75.4% | $150,045-82.0% | $84,808-68.1% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 31.96% | 28.25%+3.7pp | 62.55%-30.6pp | 40.90%-8.9pp |
| Employer contribution / active EE | $1,944 | $3,561-45.4% | $4,693-58.6% | $2,631-26.1% |
| Participant deferral / active EE | $3,949 | $6,636-40.5% | $7,997-50.6% | $4,212-6.2% |
| Admin fee / account holder | $667 | $8,568-92.2% | $13,435-95.0% | $7,344-90.9% |