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 4-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 | $42,521 | $60,022-29.2% | $88,946-52.2% | $84,808-49.9% |
| Participation rate | 76.7% | 57.8%+18.8pp | 68.8%+7.8pp | 68.3%+8.4pp |
| Annual return | 17.17% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,479 | $1,703-13.1% | $2,555-42.1% | $2,631-43.8% |
| Participant deferral / active EE | $4,703 | $3,114+51.0% | $4,581+2.7% | $4,212+11.7% |
| Admin fee / account holder | $5,263 | $4,811+9.4% | $8,261-36.3% | $7,344-28.3% |