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 | $10,344 | $80,717-87.2% | $154,803-93.3% | $84,808-87.8% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 25.35% | 37.96%-12.6pp | 58.88%-33.5pp | 40.90%-15.5pp |
| Employer contribution / active EE | $1,391 | $2,761-49.6% | $4,305-67.7% | $2,631-47.1% |
| Participant deferral / active EE | $3,521 | $3,303+6.6% | $5,540-36.4% | $4,212-16.4% |
| Admin fee / account holder | $550 | $6,746-91.9% | $14,329-96.2% | $7,344-92.5% |