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 5-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 | $24,014 | $80,717-70.2% | $154,803-84.5% | $84,808-71.7% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.6pp | 68.3%+29.4pp |
| Annual return | 69.51% | 37.96%+31.6pp | 58.88%+10.6pp | 40.90%+28.6pp |
| Employer contribution / active EE | $1,238 | $2,761-55.2% | $4,305-71.3% | $2,631-53.0% |
| Participant deferral / active EE | $1,594 | $3,303-51.8% | $5,540-71.2% | $4,212-62.2% |
| Admin fee / account holder | $1,779 | $6,746-73.6% | $14,329-87.6% | $7,344-75.8% |