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 | $34,981 | $109,881-68.2% | $150,045-76.7% | $84,808-58.8% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 29.47% | 28.25%+1.2pp | 62.55%-33.1pp | 40.90%-11.4pp |
| Employer contribution / active EE | $983 | $3,561-72.4% | $4,693-79.0% | $2,631-62.6% |
| Participant deferral / active EE | $11,289 | $6,636+70.1% | $7,997+41.2% | $4,212+168.0% |
| Admin fee / account holder | $4,215 | $8,568-50.8% | $13,435-68.6% | $7,344-42.6% |