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 | $37,162 | $110,257-66.3% | $96,544-61.5% | $139,434-73.3% |
| Participation rate | 73.9% | 78.1%-4.2pp | 76.0%-2.0pp | 80.3%-6.4pp |
| Annual return | 26.78% | 26.32%+0.5pp | 25.84%+0.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $3,004 | $3,620-17.0% | $2,965+1.3% | $4,751-36.8% |
| Participant deferral / active EE | $5,651 | $5,548+1.9% | $4,851+16.5% | $6,710-15.8% |
| Admin fee / account holder | $399 | $11,591-96.6% | $8,252-95.2% | $11,403-96.5% |