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 | $29,235 | $93,571-68.8% | $135,903-78.5% | $75,163-61.1% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 23.37% | 30.90%-7.5pp | 68.23%-44.9pp | 160.62%-137.2pp |
| Employer contribution / active EE | $4,157 | $3,537+17.5% | $4,856-14.4% | $2,670+55.7% |
| Participant deferral / active EE | $8,704 | $6,404+35.9% | $7,758+12.2% | $4,125+111.0% |
| Admin fee / account holder | $1,535 | $6,975-78.0% | $10,762-85.7% | $5,651-72.8% |