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 | $43,466 | $60,022-27.6% | $88,946-51.1% | $84,808-48.7% |
| Participation rate | 76.7% | 57.8%+18.8pp | 68.8%+7.8pp | 68.3%+8.4pp |
| Annual return | 14.97% | 22.43%-7.5pp | 57.82%-42.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,645 | $1,703-3.4% | $2,555-35.6% | $2,631-37.5% |
| Participant deferral / active EE | $3,503 | $3,114+12.5% | $4,581-23.5% | $4,212-16.8% |
| Admin fee / account holder | $1,427 | $4,811-70.3% | $8,261-82.7% | $7,344-80.6% |