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 | $37,958 | $57,016-33.4% | $84,966-55.3% | $80,856-53.1% |
| Participation rate | 94.3% | 56.3%+37.9pp | 67.5%+26.8pp | 67.6%+26.6pp |
| Annual return | 16.00% | 21.66%-5.7pp | 66.38%-50.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,704 | $1,798+106.0% | $2,727+35.8% | $2,755+34.4% |
| Participant deferral / active EE | $4,911 | $3,110+57.9% | $4,519+8.7% | $4,296+14.3% |
| Admin fee / account holder | $4,856 | $4,980-2.5% | $6,149-21.0% | $6,918-29.8% |