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 4-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 | $23,373 | $93,571-75.0% | $135,903-82.8% | $75,163-68.9% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 20.96% | 30.90%-9.9pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,401 | $3,537-3.8% | $4,856-30.0% | $2,670+27.4% |
| Participant deferral / active EE | $8,678 | $6,404+35.5% | $7,758+11.9% | $4,125+110.4% |
| Admin fee / account holder | $3,032 | $6,975-56.5% | $10,762-71.8% | $5,651-46.3% |