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 4-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 | $35,893 | $109,413-67.2% | $156,263-77.0% | $84,808-57.7% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 16.83% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,191 | $2,907+9.8% | $4,333-26.4% | $2,631+21.3% |
| Participant deferral / active EE | $6,344 | $4,590+38.2% | $6,158+3.0% | $4,212+50.6% |
| Admin fee / account holder | $3,059 | $9,357-67.3% | $14,255-78.5% | $7,344-58.4% |