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 | $33,148 | $117,983-71.9% | $101,794-67.4% | $142,382-76.7% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 18.32% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,448 | $2,773-47.8% | $2,289-36.7% | $4,299-66.3% |
| Participant deferral / active EE | $2,655 | $4,714-43.7% | $4,084-35.0% | $6,507-59.2% |
| Admin fee / account holder | $1,092 | $10,433-89.5% | $8,777-87.6% | $12,624-91.4% |