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 | $26,529 | $80,717-67.1% | $154,803-82.9% | $84,808-68.7% |
| Participation rate | 89.5% | 66.8%+22.7pp | 78.1%+11.4pp | 68.3%+21.2pp |
| Annual return | 20.03% | 37.96%-17.9pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,125 | $2,761-59.3% | $4,305-73.9% | $2,631-57.2% |
| Participant deferral / active EE | $2,590 | $3,303-21.6% | $5,540-53.3% | $4,212-38.5% |
| Admin fee / account holder | $808 | $6,746-88.0% | $14,329-94.4% | $7,344-89.0% |