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 | $28,830 | $93,571-69.2% | $135,903-78.8% | $75,163-61.6% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 34.28% | 30.90%+3.4pp | 68.23%-33.9pp | 160.62%-126.3pp |
| Employer contribution / active EE | $2,898 | $3,537-18.0% | $4,856-40.3% | $2,670+8.6% |
| Participant deferral / active EE | $5,395 | $6,404-15.8% | $7,758-30.5% | $4,125+30.8% |
| Admin fee / account holder | $1,315 | $6,975-81.1% | $10,762-87.8% | $5,651-76.7% |