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 5-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 | $28,515 | $71,050-59.9% | $93,606-69.5% | $80,856-64.7% |
| Participation rate | 90.2% | 60.4%+29.8pp | 68.7%+21.5pp | 67.6%+22.6pp |
| Annual return | 12.55% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,668 | $1,564+70.6% | $2,420+10.3% | $2,755-3.2% |
| Participant deferral / active EE | $5,030 | $4,034+24.7% | $4,411+14.0% | $4,296+17.1% |
| Admin fee / account holder | $7,883 | $6,945+13.5% | $8,285-4.8% | $6,918+14.0% |