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 4-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 | $24,060 | $80,717-70.2% | $154,803-84.5% | $84,808-71.6% |
| Participation rate | 79.7% | 66.8%+12.9pp | 78.1%+1.7pp | 68.3%+11.4pp |
| Annual return | 19.04% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,757 | $2,761-36.4% | $4,305-59.2% | $2,631-33.2% |
| Participant deferral / active EE | $2,765 | $3,303-16.3% | $5,540-50.1% | $4,212-34.3% |
| Admin fee / account holder | $1,993 | $6,746-70.5% | $14,329-86.1% | $7,344-72.9% |