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 | $39,995 | $150,818-73.5% | $153,485-73.9% | - |
| Participation rate | 85.9% | 67.3%+18.5pp | 77.1%+8.8pp | - |
| Annual return | 18.97% | 14.05%+4.9pp | 15.65%+3.3pp | - |
| Employer contribution / active EE | $4,767 | $2,537+87.9% | $5,039-5.4% | - |
| Participant deferral / active EE | $9,679 | $4,233+128.7% | $6,757+43.2% | - |
| Admin fee / account holder | $4,436 | $25,214-82.4% | $12,724-65.1% | - |