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 7-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 | $52,923 | $70,669-25.1% | $169,368-68.8% | $75,163-29.6% |
| Participation rate | 85.0% | 64.8%+20.2pp | 77.1%+7.9pp | 67.2%+17.8pp |
| Annual return | 15.14% | 36.36%-21.2pp | 405.60%-390.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,995 | $2,211-9.7% | $4,013-50.3% | $2,670-25.3% |
| Participant deferral / active EE | $4,632 | $4,311+7.5% | $6,221-25.6% | $4,125+12.3% |
| Admin fee / account holder | $5,021 | $5,402-7.1% | $9,003-44.2% | $5,651-11.1% |