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 | $20,843 | $107,452-80.6% | $91,541-77.2% | $142,382-85.4% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.8%+8.5pp | 80.1%-1.9pp |
| Annual return | 13.63% | 22.06%-8.4pp | 20.50%-6.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,168 | $2,994-61.0% | $2,505-53.4% | $4,299-72.8% |
| Participant deferral / active EE | $4,342 | $4,754-8.7% | $4,008+8.3% | $6,507-33.3% |
| Admin fee / account holder | $1,476 | $8,834-83.3% | $6,956-78.8% | $12,624-88.3% |