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 3-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 | $20,022 | $57,016-64.9% | $84,966-76.4% | $80,856-75.2% |
| Participation rate | 73.1% | 56.3%+16.7pp | 67.5%+5.6pp | 67.6%+5.4pp |
| Annual return | 27.17% | 21.66%+5.5pp | 66.38%-39.2pp | 35.59%-8.4pp |
| Employer contribution / active EE | $287 | $1,798-84.0% | $2,727-89.5% | $2,755-89.6% |
| Participant deferral / active EE | $5,833 | $3,110+87.6% | $4,519+29.1% | $4,296+35.8% |
| Admin fee / account holder | $1,534 | $4,980-69.2% | $6,149-75.1% | $6,918-77.8% |