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 | $28,549 | $93,571-69.5% | $135,903-79.0% | $75,163-62.0% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 16.05% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,696 | $3,537+4.5% | $4,856-23.9% | $2,670+38.4% |
| Participant deferral / active EE | $7,063 | $6,404+10.3% | $7,758-9.0% | $4,125+71.2% |
| Admin fee / account holder | $1,293 | $6,975-81.5% | $10,762-88.0% | $5,651-77.1% |