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 | $20,348 | $95,266-78.6% | $82,389-75.3% | $142,382-85.7% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 32.55% | 25.74%+6.8pp | 28.67%+3.9pp | 217.08%-184.5pp |
| Employer contribution / active EE | $3,027 | $2,991+1.2% | $2,517+20.2% | $4,299-29.6% |
| Participant deferral / active EE | $6,327 | $4,809+31.6% | $4,155+52.3% | $6,507-2.8% |
| Admin fee / account holder | $747 | $8,563-91.3% | $7,231-89.7% | $12,624-94.1% |