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 | $38,345 | $97,744-60.8% | $103,476-62.9% | $145,922-73.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 80.5%+4.1pp | 80.3%+4.3pp |
| Annual return | 14.08% | 25.41%-11.3pp | 23.90%-9.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,230 | $4,677-52.3% | $4,672-52.3% | $4,660-52.1% |
| Participant deferral / active EE | $7,022 | $6,603+6.3% | $6,623+6.0% | $6,688+5.0% |
| Admin fee / account holder | $951 | $12,515-92.4% | $9,413-89.9% | $13,397-92.9% |