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 | $32,333 | $80,968-60.1% | $96,544-66.5% | $75,163-57.0% |
| Participation rate | 92.7% | 71.8%+20.9pp | 76.0%+16.7pp | 67.2%+25.5pp |
| Annual return | 19.58% | 27.06%-7.5pp | 25.84%-6.3pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,966 | $2,282-13.8% | $2,965-33.7% | $2,670-26.4% |
| Participant deferral / active EE | $5,576 | $3,928+42.0% | $4,851+15.0% | $4,125+35.2% |
| Admin fee / account holder | $2,288 | $6,724-66.0% | $8,252-72.3% | $5,651-59.5% |