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 8-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 | $25,068 | $57,016-56.0% | $84,966-70.5% | $80,856-69.0% |
| Participation rate | 90.9% | 56.3%+34.6pp | 67.5%+23.4pp | 67.6%+23.3pp |
| Annual return | 20.01% | 21.66%-1.6pp | 66.38%-46.4pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,211 | $1,798+23.0% | $2,727-18.9% | $2,755-19.7% |
| Participant deferral / active EE | $4,969 | $3,110+59.8% | $4,519+10.0% | $4,296+15.7% |
| Admin fee / account holder | $2,703 | $4,980-45.7% | $6,149-56.0% | $6,918-60.9% |