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 | $33,011 | $80,968-59.2% | $96,544-65.8% | $75,163-56.1% |
| Participation rate | 94.6% | 71.8%+22.8pp | 76.0%+18.6pp | 67.2%+27.4pp |
| Annual return | 18.19% | 27.06%-8.9pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,143 | $2,282-6.1% | $2,965-27.7% | $2,670-19.7% |
| Participant deferral / active EE | $4,184 | $3,928+6.5% | $4,851-13.7% | $4,125+1.4% |
| Admin fee / account holder | $6,801 | $6,724+1.1% | $8,252-17.6% | $5,651+20.3% |