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 | $29,507 | $59,101-50.1% | $77,163-61.8% | $75,163-60.7% |
| Participation rate | 84.4% | 63.9%+20.6pp | 69.6%+14.9pp | 67.2%+17.3pp |
| Annual return | 36.51% | 26.71%+9.8pp | 37.87%-1.4pp | 160.62%-124.1pp |
| Employer contribution / active EE | $3,935 | $1,995+97.2% | $2,535+55.2% | $2,670+47.4% |
| Participant deferral / active EE | $7,388 | $2,999+146.3% | $3,833+92.7% | $4,125+79.1% |
| Admin fee / account holder | $1,624 | $4,774-66.0% | $5,472-70.3% | $5,651-71.3% |