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 6-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 | $52,779 | $95,266-44.6% | $82,389-35.9% | $142,382-62.9% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 20.96% | 25.74%-4.8pp | 28.67%-7.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,664 | $2,991+22.5% | $2,517+45.6% | $4,299-14.8% |
| Participant deferral / active EE | $8,429 | $4,809+75.3% | $4,155+102.9% | $6,507+29.5% |
| Admin fee / account holder | $1,174 | $8,563-86.3% | $7,231-83.8% | $12,624-90.7% |