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 | $47,979 | $59,101-18.8% | $77,163-37.8% | $75,163-36.2% |
| Participation rate | 92.9% | 63.9%+29.0pp | 69.6%+23.3pp | 67.2%+25.7pp |
| Annual return | 21.93% | 26.71%-4.8pp | 37.87%-15.9pp | 160.62%-138.7pp |
| Employer contribution / active EE | $3,828 | $1,995+91.8% | $2,535+51.0% | $2,670+43.4% |
| Participant deferral / active EE | $8,495 | $2,999+183.3% | $3,833+121.6% | $4,125+105.9% |
| Admin fee / account holder | $9,277 | $4,774+94.3% | $5,472+69.5% | $5,651+64.2% |