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 | $38,262 | $51,175-25.2% | $70,515-45.7% | $75,163-49.1% |
| Participation rate | 98.1% | 60.9%+37.2pp | 68.3%+29.8pp | 67.2%+31.0pp |
| Annual return | 18.83% | 30.02%-11.2pp | 32.77%-13.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $688 | $1,826-62.3% | $2,973-76.9% | $2,670-74.2% |
| Participant deferral / active EE | $3,369 | $2,849+18.2% | $4,567-26.2% | $4,125-18.3% |
| Admin fee / account holder | $807 | $4,091-80.3% | $6,412-87.4% | $5,651-85.7% |