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 8-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 | $35,714 | $109,881-67.5% | $150,045-76.2% | $84,808-57.9% |
| Participation rate | 93.4% | 76.1%+17.3pp | 82.3%+11.1pp | 68.3%+25.1pp |
| Annual return | 21.45% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,824 | $3,561-20.7% | $4,693-39.8% | $2,631+7.3% |
| Participant deferral / active EE | $6,127 | $6,636-7.7% | $7,997-23.4% | $4,212+45.5% |
| Admin fee / account holder | $555 | $8,568-93.5% | $13,435-95.9% | $7,344-92.4% |