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 5-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 | $37,062 | $80,717-54.1% | $154,803-76.1% | $84,808-56.3% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 26.38% | 37.96%-11.6pp | 58.88%-32.5pp | 40.90%-14.5pp |
| Employer contribution / active EE | $887 | $2,761-67.9% | $4,305-79.4% | $2,631-66.3% |
| Participant deferral / active EE | $2,275 | $3,303-31.1% | $5,540-58.9% | $4,212-46.0% |
| Admin fee / account holder | $2,908 | $6,746-56.9% | $14,329-79.7% | $7,344-60.4% |