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 | $35,509 | $60,022-40.8% | $88,946-60.1% | $84,808-58.1% |
| Participation rate | 81.1% | 57.8%+23.2pp | 68.8%+12.2pp | 68.3%+12.8pp |
| Annual return | 21.14% | 22.43%-1.3pp | 57.82%-36.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,787 | $1,703+63.7% | $2,555+9.1% | $2,631+5.9% |
| Participant deferral / active EE | $6,379 | $3,114+104.9% | $4,581+39.2% | $4,212+51.5% |
| Admin fee / account holder | $1,319 | $4,811-72.6% | $8,261-84.0% | $7,344-82.0% |