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 | $33,938 | $71,050-52.2% | $93,606-63.7% | $80,856-58.0% |
| Participation rate | 89.5% | 60.4%+29.1pp | 68.7%+20.8pp | 67.6%+21.8pp |
| Annual return | 11.17% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,221 | $1,564+106.0% | $2,420+33.1% | $2,755+16.9% |
| Participant deferral / active EE | $4,634 | $4,034+14.9% | $4,411+5.1% | $4,296+7.9% |
| Admin fee / account holder | $4,275 | $6,945-38.4% | $8,285-48.4% | $6,918-38.2% |