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 | $27,771 | $77,503-64.2% | $100,391-72.3% | $80,856-65.7% |
| Participation rate | 88.9% | 76.9%+11.9pp | 81.5%+7.4pp | 67.6%+21.3pp |
| Annual return | 17.13% | 37.20%-20.1pp | 49.20%-32.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,488 | $2,801-46.9% | $3,942-62.2% | $2,755-46.0% |
| Participant deferral / active EE | $7,252 | $6,820+6.3% | $8,082-10.3% | $4,296+68.8% |
| Admin fee / account holder | $4,595 | $5,897-22.1% | $7,899-41.8% | $6,918-33.6% |