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 3-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 | $35,406 | $106,584-66.8% | $101,326-65.1% | $142,382-75.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 19.54% | 36.93%-17.4pp | 36.82%-17.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $7,647 | $3,956+93.3% | $3,665+108.6% | $4,299+77.9% |
| Participant deferral / active EE | $15,831 | $8,297+90.8% | $7,994+98.0% | $6,507+143.3% |
| Admin fee / account holder | $17,098 | $11,446+49.4% | $11,185+52.9% | $12,624+35.4% |