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 | $20,887 | $72,277-71.1% | $101,248-79.4% | $79,858-73.8% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 17.59% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,298 | $2,692-14.6% | $3,660-37.2% | $2,471-7.0% |
| Participant deferral / active EE | $4,342 | $3,282+32.3% | $4,370-0.6% | $3,740+16.1% |
| Admin fee / account holder | $1,870 | $4,400-57.5% | $5,945-68.6% | $5,306-64.8% |