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 | $31,295 | $90,503-65.4% | $78,689-60.2% | $273,961-88.6% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 8.60% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,754 | $3,176+18.2% | $2,851+31.7% | $4,869-22.9% |
| Participant deferral / active EE | $5,011 | $3,901+28.4% | $3,517+42.5% | $5,287-5.2% |
| Admin fee / account holder | $613 | $5,263-88.3% | $4,510-86.4% | $10,132-93.9% |