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 | $33,912 | $109,413-69.0% | $156,263-78.3% | $84,808-60.0% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 17.92% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,027 | $2,907+4.1% | $4,333-30.1% | $2,631+15.1% |
| Participant deferral / active EE | $3,800 | $4,590-17.2% | $6,158-38.3% | $4,212-9.8% |
| Admin fee / account holder | $2,638 | $9,357-71.8% | $14,255-81.5% | $7,344-64.1% |