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 | $27,308 | $46,553-41.3% | $64,056-57.4% | $75,163-63.7% |
| Participation rate | 93.1% | 65.9%+27.2pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 28.50% | 26.03%+2.5pp | 33.69%-5.2pp | 160.62%-132.1pp |
| Employer contribution / active EE | $2,040 | $1,974+3.4% | $2,747-25.7% | $2,670-23.6% |
| Participant deferral / active EE | $3,450 | $2,837+21.6% | $3,880-11.1% | $4,125-16.4% |
| Admin fee / account holder | $330 | $2,952-88.8% | $3,068-89.3% | $5,651-94.2% |