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 | $21,240 | $60,022-64.6% | $88,946-76.1% | $84,808-75.0% |
| Participation rate | 98.3% | 57.8%+40.4pp | 68.8%+29.4pp | 68.3%+30.0pp |
| Annual return | 19.12% | 22.43%-3.3pp | 57.82%-38.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,210 | $1,703+29.8% | $2,555-13.5% | $2,631-16.0% |
| Participant deferral / active EE | $5,270 | $3,114+69.3% | $4,581+15.0% | $4,212+25.1% |
| Admin fee / account holder | $4,973 | $4,811+3.4% | $8,261-39.8% | $7,344-32.3% |