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 | $44,882 | $59,101-24.1% | $77,163-41.8% | $75,163-40.3% |
| Participation rate | 95.5% | 63.9%+31.6pp | 69.6%+25.9pp | 67.2%+28.3pp |
| Annual return | 26.18% | 26.71%-0.5pp | 37.87%-11.7pp | 160.62%-134.4pp |
| Employer contribution / active EE | $2,758 | $1,995+38.2% | $2,535+8.8% | $2,670+3.3% |
| Participant deferral / active EE | $5,112 | $2,999+70.5% | $3,833+33.4% | $4,125+23.9% |
| Admin fee / account holder | $1,336 | $4,774-72.0% | $5,472-75.6% | $5,651-76.4% |