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 | $19,298 | $81,248-76.2% | $155,509-87.6% | $80,856-76.1% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 16.33% | 33.31%-17.0pp | 64.67%-48.3pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,547 | $3,100-50.1% | $4,672-66.9% | $2,755-43.8% |
| Participant deferral / active EE | $1,259 | $3,452-63.5% | $5,626-77.6% | $4,296-70.7% |
| Admin fee / account holder | $3,360 | $7,997-58.0% | $15,912-78.9% | $6,918-51.4% |