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 9-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 | $26,171 | $58,523-55.3% | $99,443-73.7% | $72,985-64.1% |
| Participation rate | 93.2% | 64.6%+28.6pp | 73.8%+19.4pp | 69.5%+23.8pp |
| Annual return | 38.06% | 28.51%+9.6pp | 30.72%+7.3pp | 81.00%-42.9pp |
| Employer contribution / active EE | $2,259 | $1,512+49.4% | $2,540-11.1% | $2,440-7.4% |
| Participant deferral / active EE | $3,128 | $2,606+20.0% | $3,619-13.6% | $3,607-13.3% |
| Admin fee / account holder | $977 | $4,102-76.2% | $6,250-84.4% | $5,124-80.9% |