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 | $29,341 | $109,881-73.3% | $150,045-80.4% | $84,808-65.4% |
| Participation rate | 98.2% | 76.1%+22.2pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 23.23% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $5,175 | $3,561+45.3% | $4,693+10.3% | $2,631+96.7% |
| Participant deferral / active EE | $8,707 | $6,636+31.2% | $7,997+8.9% | $4,212+106.7% |
| Admin fee / account holder | $1,298 | $8,568-84.9% | $13,435-90.3% | $7,344-82.3% |