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 | $29,006 | $93,571-69.0% | $135,903-78.7% | $75,163-61.4% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 26.89% | 30.90%-4.0pp | 68.23%-41.3pp | 160.62%-133.7pp |
| Employer contribution / active EE | $1,957 | $3,537-44.7% | $4,856-59.7% | $2,670-26.7% |
| Participant deferral / active EE | $4,459 | $6,404-30.4% | $7,758-42.5% | $4,125+8.1% |
| Admin fee / account holder | $2,375 | $6,975-66.0% | $10,762-77.9% | $5,651-58.0% |