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 | $26,254 | $118,450-77.8% | $98,439-73.3% | $139,434-81.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 20.47% | 18.94%+1.5pp | 21.16%-0.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,347 | $3,609+20.4% | $3,048+42.6% | $4,751-8.5% |
| Participant deferral / active EE | $3,453 | $5,392-36.0% | $4,738-27.1% | $6,710-48.5% |
| Admin fee / account holder | $834 | $14,026-94.1% | $8,948-90.7% | $11,403-92.7% |