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 | $36,455 | $81,460-55.2% | $103,333-64.7% | $80,856-54.9% |
| Participation rate | 95.2% | 66.8%+28.4pp | 74.5%+20.7pp | 67.6%+27.6pp |
| Annual return | 11.98% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,951 | $3,105-5.0% | $3,868-23.7% | $2,755+7.1% |
| Participant deferral / active EE | $5,694 | $3,869+47.2% | $5,057+12.6% | $4,296+32.6% |
| Admin fee / account holder | $4,851 | $6,566-26.1% | $8,355-41.9% | $6,918-29.9% |