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 | $23,316 | $60,022-61.2% | $88,946-73.8% | $84,808-72.5% |
| Participation rate | 88.3% | 57.8%+30.5pp | 68.8%+19.5pp | 68.3%+20.0pp |
| Annual return | 19.01% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,381 | $1,703+39.9% | $2,555-6.8% | $2,631-9.5% |
| Participant deferral / active EE | $4,831 | $3,114+55.1% | $4,581+5.4% | $4,212+14.7% |
| Admin fee / account holder | $1,836 | $4,811-61.8% | $8,261-77.8% | $7,344-75.0% |