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 5-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 | $29,580 | $87,013-66.0% | $106,213-72.2% | $80,856-63.4% |
| Participation rate | 71.2% | 70.4%+0.8pp | 75.3%-4.0pp | 67.6%+3.6pp |
| Annual return | 12.75% | 17.05%-4.3pp | 116.14%-103.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,016 | $2,395-15.9% | $3,171-36.4% | $2,755-26.8% |
| Participant deferral / active EE | $4,633 | $3,986+16.2% | $5,016-7.6% | $4,296+7.9% |
| Admin fee / account holder | $764 | $8,431-90.9% | $11,033-93.1% | $6,918-89.0% |