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 8-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 | $21,568 | $81,248-73.5% | $155,509-86.1% | $80,856-73.3% |
| Participation rate | 76.3% | 66.2%+10.1pp | 78.2%-1.9pp | 67.6%+8.7pp |
| Annual return | 13.87% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,753 | $3,100-43.5% | $4,672-62.5% | $2,755-36.4% |
| Participant deferral / active EE | $2,771 | $3,452-19.7% | $5,626-50.7% | $4,296-35.5% |
| Admin fee / account holder | $2,619 | $7,997-67.3% | $15,912-83.5% | $6,918-62.1% |