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 | $38,962 | $214,378-81.8% | $200,582-80.6% | $142,382-72.6% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 21.85% | 46.41%-24.6pp | 42.33%-20.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,912 | $6,841-57.4% | $6,419-54.6% | $4,299-32.3% |
| Participant deferral / active EE | $5,400 | $9,865-45.3% | $9,331-42.1% | $6,507-17.0% |
| Admin fee / account holder | $2,612 | $17,692-85.2% | $16,305-84.0% | $12,624-79.3% |