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 | $32,994 | $74,927-56.0% | $101,794-67.6% | $84,808-61.1% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.1pp | 68.3%+26.0pp |
| Annual return | 19.08% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,786 | $1,522+17.4% | $2,289-22.0% | $2,631-32.1% |
| Participant deferral / active EE | $3,968 | $3,099+28.0% | $4,084-2.8% | $4,212-5.8% |
| Admin fee / account holder | $1,145 | $6,514-82.4% | $8,777-87.0% | $7,344-84.4% |