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 | $43,583 | $94,625-53.9% | $116,228-62.5% | $84,808-48.6% |
| Participation rate | 93.2% | 70.4%+22.8pp | 74.6%+18.7pp | 68.3%+24.9pp |
| Annual return | 15.46% | 20.40%-4.9pp | 90.06%-74.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,572 | $2,347+52.2% | $2,994+19.3% | $2,631+35.8% |
| Participant deferral / active EE | $5,513 | $3,972+38.8% | $4,953+11.3% | $4,212+30.9% |
| Admin fee / account holder | $6,612 | $10,091-34.5% | $11,989-44.8% | $7,344-10.0% |