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 | $27,300 | $81,248-66.4% | $155,509-82.4% | $80,856-66.2% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.6%+28.7pp |
| Annual return | 19.67% | 33.31%-13.6pp | 64.67%-45.0pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,848 | $3,100-8.1% | $4,672-39.0% | $2,755+3.4% |
| Participant deferral / active EE | $5,084 | $3,452+47.3% | $5,626-9.6% | $4,296+18.4% |
| Admin fee / account holder | $1,814 | $7,997-77.3% | $15,912-88.6% | $6,918-73.8% |