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 | $42,680 | $89,753-52.4% | $107,525-60.3% | $84,808-49.7% |
| Participation rate | 86.5% | 68.1%+18.4pp | 75.1%+11.4pp | 68.3%+18.2pp |
| Annual return | 16.78% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,624 | $3,113-15.7% | $3,754-30.1% | $2,631-0.3% |
| Participant deferral / active EE | $6,957 | $4,056+71.5% | $5,116+36.0% | $4,212+65.2% |
| Admin fee / account holder | $4,673 | $7,222-35.3% | $8,919-47.6% | $7,344-36.4% |