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 | $25,054 | $93,571-73.2% | $135,903-81.6% | $75,163-66.7% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.7pp |
| Annual return | 17.97% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,674 | $3,537-24.4% | $4,856-44.9% | $2,670+0.2% |
| Participant deferral / active EE | $5,688 | $6,404-11.2% | $7,758-26.7% | $4,125+37.9% |
| Admin fee / account holder | $2,630 | $6,975-62.3% | $10,762-75.6% | $5,651-53.5% |