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 | $15,085 | $106,515-85.8% | $96,683-84.4% | $139,434-89.2% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 33.56% | 38.43%-4.9pp | 35.69%-2.1pp | 372.94%-339.4pp |
| Employer contribution / active EE | $2,963 | $4,103-27.8% | $3,737-20.7% | $4,751-37.6% |
| Participant deferral / active EE | $5,740 | $5,454+5.2% | $4,878+17.7% | $6,710-14.5% |
| Admin fee / account holder | $383 | $7,877-95.1% | $6,730-94.3% | $11,403-96.6% |