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 | $36,170 | $109,413-66.9% | $156,263-76.9% | $84,808-57.4% |
| Participation rate | 92.6% | 72.7%+19.9pp | 78.9%+13.7pp | 68.3%+24.3pp |
| Annual return | 20.89% | 20.18%+0.7pp | 59.47%-38.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,398 | $2,907+16.9% | $4,333-21.6% | $2,631+29.2% |
| Participant deferral / active EE | $7,452 | $4,590+62.4% | $6,158+21.0% | $4,212+76.9% |
| Admin fee / account holder | $2,160 | $9,357-76.9% | $14,255-84.9% | $7,344-70.6% |