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 10-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 | $35,807 | $93,571-61.7% | $135,903-73.7% | $75,163-52.4% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 18.47% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,242 | $3,537+19.9% | $4,856-12.6% | $2,670+58.9% |
| Participant deferral / active EE | $8,425 | $6,404+31.6% | $7,758+8.6% | $4,125+104.2% |
| Admin fee / account holder | $685 | $6,975-90.2% | $10,762-93.6% | $5,651-87.9% |