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 | $29,616 | $81,460-63.6% | $103,333-71.3% | $80,856-63.4% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 15.29% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,110 | $3,105-32.1% | $3,868-45.5% | $2,755-23.4% |
| Participant deferral / active EE | $3,410 | $3,869-11.9% | $5,057-32.6% | $4,296-20.6% |
| Admin fee / account holder | $848 | $6,566-87.1% | $8,355-89.8% | $6,918-87.7% |