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 5-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 | $38,469 | $127,065-69.7% | $113,168-66.0% | $142,382-73.0% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 18.68% | 24.03%-5.3pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,363 | $3,442-31.3% | $2,975-20.6% | $4,299-45.0% |
| Participant deferral / active EE | $4,890 | $5,716-14.5% | $5,107-4.2% | $6,507-24.8% |
| Admin fee / account holder | $2,994 | $15,736-81.0% | $12,068-75.2% | $12,624-76.3% |