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 | $34,840 | $124,319-72.0% | $111,297-68.7% | $167,490-79.2% |
| Participation rate | 82.6% | 79.6%+3.0pp | 77.3%+5.3pp | 82.1%+0.5pp |
| Annual return | 12.21% | 37.44%-25.2pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,613 | $3,435-53.0% | $2,731-40.9% | $4,837-66.6% |
| Participant deferral / active EE | $2,486 | $5,180-52.0% | $4,487-44.6% | $6,341-60.8% |
| Admin fee / account holder | $2,371 | $10,618-77.7% | $7,964-70.2% | $12,309-80.7% |