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 8-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 | $34,119 | $80,968-57.9% | $96,544-64.7% | $75,163-54.6% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 17.61% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,722 | $2,282+19.3% | $2,965-8.2% | $2,670+2.0% |
| Participant deferral / active EE | $5,063 | $3,928+28.9% | $4,851+4.4% | $4,125+22.7% |
| Admin fee / account holder | $1,645 | $6,724-75.5% | $8,252-80.1% | $5,651-70.9% |