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 | $10,061 | $80,717-87.5% | $154,803-93.5% | $84,808-88.1% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 28.43% | 37.96%-9.5pp | 58.88%-30.4pp | 40.90%-12.5pp |
| Employer contribution / active EE | $1,741 | $2,761-36.9% | $4,305-59.6% | $2,631-33.8% |
| Participant deferral / active EE | $2,960 | $3,303-10.4% | $5,540-46.6% | $4,212-29.7% |
| Admin fee / account holder | $1,699 | $6,746-74.8% | $14,329-88.1% | $7,344-76.9% |