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 | $23,198 | $80,673-71.2% | $101,326-77.1% | $84,808-72.6% |
| Participation rate | 76.3% | 77.8%-1.5pp | 81.5%-5.2pp | 68.3%+8.0pp |
| Annual return | 18.70% | 38.95%-20.3pp | 36.82%-18.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,656 | $2,698+35.5% | $3,665-0.3% | $2,631+38.9% |
| Participant deferral / active EE | $6,899 | $6,840+0.9% | $7,994-13.7% | $4,212+63.8% |
| Admin fee / account holder | $1,828 | $12,784-85.7% | $11,185-83.7% | $7,344-75.1% |