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 | $37,335 | $109,881-66.0% | $150,045-75.1% | $84,808-56.0% |
| Participation rate | 76.0% | 76.1%-0.1pp | 82.3%-6.3pp | 68.3%+7.7pp |
| Annual return | 20.14% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,925 | $3,561-46.0% | $4,693-59.0% | $2,631-26.8% |
| Participant deferral / active EE | $4,580 | $6,636-31.0% | $7,997-42.7% | $4,212+8.7% |
| Admin fee / account holder | $3,601 | $8,568-58.0% | $13,435-73.2% | $7,344-51.0% |