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 | $19,483 | $77,899-75.0% | $149,673-87.0% | $75,163-74.1% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 21.08% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $793 | $3,137-74.7% | $4,818-83.5% | $2,670-70.3% |
| Participant deferral / active EE | $4,809 | $3,411+41.0% | $5,680-15.3% | $4,125+16.6% |
| Admin fee / account holder | $1,998 | $5,956-66.4% | $13,210-84.9% | $5,651-64.6% |