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 5-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 | $42,373 | $87,870-51.8% | $113,168-62.6% | $74,304-43.0% |
| Participation rate | 99.0% | 70.7%+28.3pp | 76.6%+22.5pp | 60.3%+38.7pp |
| Annual return | 18.24% | 26.44%-8.2pp | 24.27%-6.0pp | 29.43%-11.2pp |
| Employer contribution / active EE | $3,871 | $2,277+70.0% | $2,975+30.1% | $2,241+72.7% |
| Participant deferral / active EE | $6,179 | $4,241+45.7% | $5,107+21.0% | $3,767+64.0% |
| Admin fee / account holder | $1,985 | $3,368-41.1% | $12,068-83.6% | $2,969-33.1% |