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 9-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 | $29,633 | $81,248-63.5% | $155,509-80.9% | $80,856-63.4% |
| Participation rate | 93.1% | 66.2%+26.9pp | 78.2%+14.9pp | 67.6%+25.5pp |
| Annual return | 11.86% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,677 | $3,100-45.9% | $4,672-64.1% | $2,755-39.1% |
| Participant deferral / active EE | $3,314 | $3,452-4.0% | $5,626-41.1% | $4,296-22.9% |
| Admin fee / account holder | $1,754 | $7,997-78.1% | $15,912-89.0% | $6,918-74.6% |