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 | $51,237 | $60,022-14.6% | $88,946-42.4% | $84,808-39.6% |
| Participation rate | 80.5% | 57.8%+22.7pp | 68.8%+11.7pp | 68.3%+12.2pp |
| Annual return | 32.32% | 22.43%+9.9pp | 57.82%-25.5pp | 40.90%-8.6pp |
| Employer contribution / active EE | $3,126 | $1,703+83.6% | $2,555+22.3% | $2,631+18.8% |
| Participant deferral / active EE | $3,811 | $3,114+22.4% | $4,581-16.8% | $4,212-9.5% |
| Admin fee / account holder | $2,098 | $4,811-56.4% | $8,261-74.6% | $7,344-71.4% |