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 | $37,921 | $93,571-59.5% | $135,903-72.1% | $75,163-49.5% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 67.2%+12.4pp |
| Annual return | 25.95% | 30.90%-5.0pp | 68.23%-42.3pp | 160.62%-134.7pp |
| Employer contribution / active EE | $3,179 | $3,537-10.1% | $4,856-34.5% | $2,670+19.1% |
| Participant deferral / active EE | $11,787 | $6,404+84.1% | $7,758+51.9% | $4,125+185.7% |
| Admin fee / account holder | $1,556 | $6,975-77.7% | $10,762-85.5% | $5,651-72.5% |