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 6-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 | $26,842 | $127,065-78.9% | $113,168-76.3% | $142,382-81.1% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 19.07% | 24.03%-5.0pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,364 | $3,442-31.3% | $2,975-20.5% | $4,299-45.0% |
| Participant deferral / active EE | $5,847 | $5,716+2.3% | $5,107+14.5% | $6,507-10.1% |
| Admin fee / account holder | $2,915 | $15,736-81.5% | $12,068-75.8% | $12,624-76.9% |