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 4-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 | $27,487 | $80,673-65.9% | $101,326-72.9% | $84,808-67.6% |
| Participation rate | 78.7% | 77.8%+0.9pp | 81.5%-2.8pp | 68.3%+10.4pp |
| Annual return | 32.94% | 38.95%-6.0pp | 36.82%-3.9pp | 40.90%-8.0pp |
| Employer contribution / active EE | $4,448 | $2,698+64.9% | $3,665+21.3% | $2,631+69.0% |
| Participant deferral / active EE | $8,842 | $6,840+29.3% | $7,994+10.6% | $4,212+109.9% |
| Admin fee / account holder | $1,654 | $12,784-87.1% | $11,185-85.2% | $7,344-77.5% |