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 4-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 | $37,830 | $106,584-64.5% | $101,326-62.7% | $142,382-73.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 18.60% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,841 | $3,956+47.6% | $3,665+59.4% | $4,299+35.9% |
| Participant deferral / active EE | $10,334 | $8,297+24.6% | $7,994+29.3% | $6,507+58.8% |
| Admin fee / account holder | $12,406 | $11,446+8.4% | $11,185+10.9% | $12,624-1.7% |