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 | $28,194 | $81,248-65.3% | $155,509-81.9% | $80,856-65.1% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 12.77% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,124 | $3,100+33.0% | $4,672-11.7% | $2,755+49.7% |
| Participant deferral / active EE | $6,327 | $3,452+83.3% | $5,626+12.5% | $4,296+47.3% |
| Admin fee / account holder | $3,733 | $7,997-53.3% | $15,912-76.5% | $6,918-46.0% |