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 | $35,828 | $87,733-59.2% | $106,548-66.4% | $85,850-58.3% |
| Participation rate | 83.3% | 71.9%+11.4pp | 76.1%+7.2pp | 69.3%+14.0pp |
| Annual return | 20.90% | 21.86%-1.0pp | 26.80%-5.9pp | 318.53%-297.6pp |
| Employer contribution / active EE | $2,444 | $2,073+17.9% | $2,819-13.3% | $2,565-4.7% |
| Participant deferral / active EE | $5,794 | $3,469+67.0% | $4,398+31.7% | $3,952+46.6% |
| Admin fee / account holder | $6,973 | $6,767+3.0% | $7,407-5.9% | $6,260+11.4% |