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 6-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 | $29,649 | $60,892-51.3% | $82,389-64.0% | $84,808-65.0% |
| Participation rate | 93.5% | 63.3%+30.3pp | 69.5%+24.0pp | 68.3%+25.2pp |
| Annual return | 19.69% | 37.29%-17.6pp | 28.67%-9.0pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,808 | $1,779+57.8% | $2,517+11.6% | $2,631+6.7% |
| Participant deferral / active EE | $6,579 | $3,179+107.0% | $4,155+58.4% | $4,212+56.2% |
| Admin fee / account holder | $3,230 | $5,467-40.9% | $7,231-55.3% | $7,344-56.0% |