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 7-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 | $26,615 | $110,257-75.9% | $96,544-72.4% | $139,434-80.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 21.78% | 26.32%-4.5pp | 25.84%-4.1pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,494 | $3,620-31.1% | $2,965-15.9% | $4,751-47.5% |
| Participant deferral / active EE | $3,353 | $5,548-39.6% | $4,851-30.9% | $6,710-50.0% |
| Admin fee / account holder | $1,938 | $11,591-83.3% | $8,252-76.5% | $11,403-83.0% |