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 | $34,972 | $117,983-70.4% | $101,794-65.6% | $142,382-75.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 21.54% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,700 | $2,773-2.6% | $2,289+18.0% | $4,299-37.2% |
| Participant deferral / active EE | $3,403 | $4,714-27.8% | $4,084-16.7% | $6,507-47.7% |
| Admin fee / account holder | $1,930 | $10,433-81.5% | $8,777-78.0% | $12,624-84.7% |