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 9-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 | $22,955 | $95,266-75.9% | $82,389-72.1% | $142,382-83.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 17.88% | 25.74%-7.9pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,430 | $2,991+14.7% | $2,517+36.3% | $4,299-20.2% |
| Participant deferral / active EE | $6,355 | $4,809+32.2% | $4,155+53.0% | $6,507-2.3% |
| Admin fee / account holder | $5,938 | $8,563-30.7% | $7,231-17.9% | $12,624-53.0% |