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 | $27,853 | $72,277-61.5% | $101,248-72.5% | $79,858-65.1% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.6pp |
| Annual return | 23.23% | 22.30%+0.9pp | 46.47%-23.2pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,559 | $2,692+32.2% | $3,660-2.7% | $2,471+44.0% |
| Participant deferral / active EE | $5,420 | $3,282+65.2% | $4,370+24.0% | $3,740+44.9% |
| Admin fee / account holder | $710 | $4,400-83.9% | $5,945-88.0% | $5,306-86.6% |