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 | $32,377 | $86,929-62.8% | $102,423-68.4% | $80,856-60.0% |
| Participation rate | 85.9% | 72.4%+13.5pp | 76.5%+9.4pp | 67.6%+18.2pp |
| Annual return | 13.28% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,527 | $2,369-35.5% | $3,023-49.5% | $2,755-44.6% |
| Participant deferral / active EE | $3,465 | $4,118-15.9% | $5,053-31.4% | $4,296-19.3% |
| Admin fee / account holder | $2,867 | $8,049-64.4% | $9,451-69.7% | $6,918-58.6% |