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 | $25,188 | $106,515-76.4% | $96,683-73.9% | $139,434-81.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.65% | 38.43%-23.8pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,553 | $4,103-13.4% | $3,737-4.9% | $4,751-25.2% |
| Participant deferral / active EE | $5,185 | $5,454-4.9% | $4,878+6.3% | $6,710-22.7% |
| Admin fee / account holder | $5,147 | $7,877-34.7% | $6,730-23.5% | $11,403-54.9% |