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 | $44,393 | $77,503-42.7% | $100,391-55.8% | $80,856-45.1% |
| Participation rate | 79.5% | 76.9%+2.5pp | 81.5%-2.0pp | 67.6%+11.8pp |
| Annual return | 16.61% | 37.20%-20.6pp | 49.20%-32.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $4,013 | $2,801+43.3% | $3,942+1.8% | $2,755+45.7% |
| Participant deferral / active EE | $7,014 | $6,820+2.8% | $8,082-13.2% | $4,296+63.3% |
| Admin fee / account holder | $2,168 | $5,897-63.2% | $7,899-72.6% | $6,918-68.7% |