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 6-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 | $22,862 | $60,022-61.9% | $88,946-74.3% | $84,808-73.0% |
| Participation rate | 96.6% | 57.8%+38.7pp | 68.8%+27.7pp | 68.3%+28.2pp |
| Annual return | 18.40% | 22.43%-4.0pp | 57.82%-39.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,858 | $1,703+9.1% | $2,555-27.3% | $2,631-29.4% |
| Participant deferral / active EE | $2,929 | $3,114-5.9% | $4,581-36.1% | $4,212-30.4% |
| Admin fee / account holder | $3,127 | $4,811-35.0% | $8,261-62.1% | $7,344-57.4% |