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 | $22,841 | $93,571-75.6% | $135,903-83.2% | $75,163-69.6% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 15.72% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,376 | $3,537-61.1% | $4,856-71.7% | $2,670-48.5% |
| Participant deferral / active EE | $5,343 | $6,404-16.6% | $7,758-31.1% | $4,125+29.5% |
| Admin fee / account holder | $2,480 | $6,975-64.5% | $10,762-77.0% | $5,651-56.1% |