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 | $45,137 | $80,717-44.1% | $154,803-70.8% | $84,808-46.8% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.1pp | 68.3%+18.9pp |
| Annual return | 16.93% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,498 | $2,761-9.6% | $4,305-42.0% | $2,631-5.1% |
| Participant deferral / active EE | $8,509 | $3,303+157.6% | $5,540+53.6% | $4,212+102.0% |
| Admin fee / account holder | $6,083 | $6,746-9.8% | $14,329-57.5% | $7,344-17.2% |