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 | $31,789 | $106,584-70.2% | $101,326-68.6% | $142,382-77.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 20.05% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,238 | $3,956-43.4% | $3,665-38.9% | $4,299-47.9% |
| Participant deferral / active EE | $4,993 | $8,297-39.8% | $7,994-37.5% | $6,507-23.3% |
| Admin fee / account holder | $3,678 | $11,446-67.9% | $11,185-67.1% | $12,624-70.9% |