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 | $28,981 | $127,065-77.2% | $113,168-74.4% | $142,382-79.6% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 18.09% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,722 | $3,442-50.0% | $2,975-42.1% | $4,299-59.9% |
| Participant deferral / active EE | $3,219 | $5,716-43.7% | $5,107-37.0% | $6,507-50.5% |
| Admin fee / account holder | $1,004 | $15,736-93.6% | $12,068-91.7% | $12,624-92.0% |