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 | $8,023 | $80,717-90.1% | $154,803-94.8% | $84,808-90.5% |
| Participation rate | 79.5% | 66.8%+12.7pp | 78.1%+1.5pp | 68.3%+11.2pp |
| Annual return | 32.39% | 37.96%-5.6pp | 58.88%-26.5pp | 40.90%-8.5pp |
| Employer contribution / active EE | $874 | $2,761-68.3% | $4,305-79.7% | $2,631-66.8% |
| Participant deferral / active EE | $1,604 | $3,303-51.4% | $5,540-71.1% | $4,212-61.9% |
| Admin fee / account holder | $1,661 | $6,746-75.4% | $14,329-88.4% | $7,344-77.4% |