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 | $41,566 | $95,266-56.4% | $82,389-49.5% | $142,382-70.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 20.50% | 25.74%-5.2pp | 28.67%-8.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,134 | $2,991-28.7% | $2,517-15.2% | $4,299-50.4% |
| Participant deferral / active EE | $5,918 | $4,809+23.1% | $4,155+42.4% | $6,507-9.1% |
| Admin fee / account holder | $453 | $8,563-94.7% | $7,231-93.7% | $12,624-96.4% |