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 | $24,614 | $89,753-72.6% | $107,525-77.1% | $84,808-71.0% |
| Participation rate | 91.2% | 68.1%+23.1pp | 75.1%+16.1pp | 68.3%+22.9pp |
| Annual return | 19.47% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,769 | $3,113-43.2% | $3,754-52.9% | $2,631-32.8% |
| Participant deferral / active EE | $4,161 | $4,056+2.6% | $5,116-18.7% | $4,212-1.2% |
| Admin fee / account holder | $1,975 | $7,222-72.7% | $8,919-77.9% | $7,344-73.1% |