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 | $31,267 | $80,717-61.3% | $154,803-79.8% | $84,808-63.1% |
| Participation rate | 78.7% | 66.8%+11.9pp | 78.1%+0.7pp | 68.3%+10.4pp |
| Annual return | 23.20% | 37.96%-14.8pp | 58.88%-35.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,067 | $2,761-25.2% | $4,305-52.0% | $2,631-21.5% |
| Participant deferral / active EE | $3,994 | $3,303+20.9% | $5,540-27.9% | $4,212-5.2% |
| Admin fee / account holder | $2,018 | $6,746-70.1% | $14,329-85.9% | $7,344-72.5% |