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 | $48,266 | $86,929-44.5% | $102,423-52.9% | $80,856-40.3% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.6%+17.1pp |
| Annual return | 15.50% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,290 | $2,369+38.8% | $3,023+8.8% | $2,755+19.4% |
| Participant deferral / active EE | $6,082 | $4,118+47.7% | $5,053+20.4% | $4,296+41.6% |
| Admin fee / account holder | $4,631 | $8,049-42.5% | $9,451-51.0% | $6,918-33.1% |