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 | $35,449 | $87,013-59.3% | $106,213-66.6% | $80,856-56.2% |
| Participation rate | 88.1% | 70.4%+17.6pp | 75.3%+12.8pp | 67.6%+20.4pp |
| Annual return | 11.95% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,797 | $2,395+16.8% | $3,171-11.8% | $2,755+1.5% |
| Participant deferral / active EE | $4,147 | $3,986+4.0% | $5,016-17.3% | $4,296-3.5% |
| Admin fee / account holder | $3,486 | $8,431-58.7% | $11,033-68.4% | $6,918-49.6% |