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 3-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 | $12,419 | $80,717-84.6% | $154,803-92.0% | $84,808-85.4% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 24.07% | 37.96%-13.9pp | 58.88%-34.8pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,574 | $2,761-43.0% | $4,305-63.4% | $2,631-40.2% |
| Participant deferral / active EE | $1,951 | $3,303-40.9% | $5,540-64.8% | $4,212-53.7% |
| Admin fee / account holder | $583 | $6,746-91.4% | $14,329-95.9% | $7,344-92.1% |