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 | $30,115 | $80,717-62.7% | $154,803-80.5% | $84,808-64.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 25.02% | 37.96%-12.9pp | 58.88%-33.9pp | 40.90%-15.9pp |
| Employer contribution / active EE | $2,213 | $2,761-19.8% | $4,305-48.6% | $2,631-15.9% |
| Participant deferral / active EE | $4,288 | $3,303+29.8% | $5,540-22.6% | $4,212+1.8% |
| Admin fee / account holder | $1,918 | $6,746-71.6% | $14,329-86.6% | $7,344-73.9% |