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 | $30,840 | $70,475-56.2% | $100,516-69.3% | $79,858-61.4% |
| Participation rate | 92.2% | 73.7%+18.6pp | 79.4%+12.8pp | 69.6%+22.6pp |
| Annual return | 23.67% | 21.90%+1.8pp | 30.89%-7.2pp | 31.71%-8.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,663 | $5,181+28.6% | $6,270+6.3% | $3,740+78.2% |
| Admin fee / account holder | $650 | $4,478-85.5% | $8,081-92.0% | $5,306-87.7% |