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 | $29,025 | $104,974-72.4% | $95,585-69.6% | $142,382-79.6% |
| Participation rate | 86.4% | 75.0%+11.4pp | 72.1%+14.3pp | 80.1%+6.2pp |
| Annual return | 17.48% | 210.33%-192.8pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $762 | $2,779-72.6% | $2,527-69.9% | $4,299-82.3% |
| Participant deferral / active EE | $2,370 | $4,352-45.5% | $4,023-41.1% | $6,507-63.6% |
| Admin fee / account holder | $2,034 | $6,386-68.1% | $6,127-66.8% | $12,624-83.9% |