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 3-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 | $35,347 | $109,881-67.8% | $150,045-76.4% | $84,808-58.3% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 25.92% | 28.25%-2.3pp | 62.55%-36.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $4,875 | $3,561+36.9% | $4,693+3.9% | $2,631+85.3% |
| Participant deferral / active EE | $8,582 | $6,636+29.3% | $7,997+7.3% | $4,212+103.8% |
| Admin fee / account holder | $842 | $8,568-90.2% | $13,435-93.7% | $7,344-88.5% |