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 7-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 | $48,634 | $109,881-55.7% | $150,045-67.6% | $84,808-42.7% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 23.14% | 28.25%-5.1pp | 62.55%-39.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $816 | $3,561-77.1% | $4,693-82.6% | $2,631-69.0% |
| Participant deferral / active EE | $7,678 | $6,636+15.7% | $7,997-4.0% | $4,212+82.3% |
| Admin fee / account holder | $13,768 | $8,568+60.7% | $13,435+2.5% | $7,344+87.5% |