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 | $21,335 | $72,277-70.5% | $101,248-78.9% | $79,858-73.3% |
| Participation rate | 95.6% | 68.5%+27.1pp | 75.8%+19.7pp | 69.6%+25.9pp |
| Annual return | 16.10% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,552 | $2,692-5.2% | $3,660-30.3% | $2,471+3.3% |
| Participant deferral / active EE | $3,002 | $3,282-8.5% | $4,370-31.3% | $3,740-19.7% |
| Admin fee / account holder | $540 | $4,400-87.7% | $5,945-90.9% | $5,306-89.8% |