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 | $28,200 | $74,927-62.4% | $101,794-72.3% | $84,808-66.7% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.2%+8.6pp | 68.3%+9.5pp |
| Annual return | 16.60% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,500 | $1,522+195.7% | $2,289+96.6% | $2,631+71.0% |
| Participant deferral / active EE | $5,562 | $3,099+79.5% | $4,084+36.2% | $4,212+32.1% |
| Admin fee / account holder | $2,121 | $6,514-67.4% | $8,777-75.8% | $7,344-71.1% |