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 8-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 | $40,242 | $81,248-50.5% | $155,509-74.1% | $80,856-50.2% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 13.93% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,460 | $3,100-20.7% | $4,672-47.4% | $2,755-10.7% |
| Participant deferral / active EE | $5,713 | $3,452+65.5% | $5,626+1.5% | $4,296+33.0% |
| Admin fee / account holder | $3,828 | $7,997-52.1% | $15,912-75.9% | $6,918-44.7% |