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 | $31,674 | $106,515-70.3% | $96,683-67.2% | $139,434-77.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 11.27% | 38.43%-27.2pp | 35.69%-24.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,281 | $4,103-68.8% | $3,737-65.7% | $4,751-73.0% |
| Participant deferral / active EE | $4,317 | $5,454-20.8% | $4,878-11.5% | $6,710-35.7% |
| Admin fee / account holder | $20,509 | $7,877+160.4% | $6,730+204.8% | $11,403+79.9% |