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 3-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 | $47,185 | $89,753-47.4% | $107,525-56.1% | $84,808-44.4% |
| Participation rate | 75.7% | 68.1%+7.6pp | 75.1%+0.6pp | 68.3%+7.4pp |
| Annual return | 25.34% | 29.48%-4.1pp | 181.32%-156.0pp | 40.90%-15.6pp |
| Employer contribution / active EE | $3,638 | $3,113+16.9% | $3,754-3.1% | $2,631+38.3% |
| Participant deferral / active EE | $7,000 | $4,056+72.6% | $5,116+36.8% | $4,212+66.2% |
| Admin fee / account holder | $12,315 | $7,222+70.5% | $8,919+38.1% | $7,344+67.7% |