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 6-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 | $29,729 | $93,571-68.2% | $135,903-78.1% | $75,163-60.4% |
| Participation rate | 91.9% | 75.2%+16.8pp | 81.9%+10.0pp | 67.2%+24.7pp |
| Annual return | 26.90% | 30.90%-4.0pp | 68.23%-41.3pp | 160.62%-133.7pp |
| Employer contribution / active EE | $3,026 | $3,537-14.4% | $4,856-37.7% | $2,670+13.3% |
| Participant deferral / active EE | $5,806 | $6,404-9.3% | $7,758-25.2% | $4,125+40.7% |
| Admin fee / account holder | $2,365 | $6,975-66.1% | $10,762-78.0% | $5,651-58.2% |