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 | $33,273 | $93,571-64.4% | $135,903-75.5% | $75,163-55.7% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 29.46% | 30.90%-1.4pp | 68.23%-38.8pp | 160.62%-131.2pp |
| Employer contribution / active EE | $5,755 | $3,537+62.7% | $4,856+18.5% | $2,670+115.6% |
| Participant deferral / active EE | $6,414 | $6,404+0.2% | $7,758-17.3% | $4,125+55.5% |
| Admin fee / account holder | $1,098 | $6,975-84.3% | $10,762-89.8% | $5,651-80.6% |