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 8-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 | $38,000 | $58,512-35.1% | $84,015-54.8% | $72,985-47.9% |
| Participation rate | 81.8% | 61.2%+20.6pp | 69.0%+12.8pp | 69.5%+12.3pp |
| Annual return | 21.72% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,078 | $1,163-7.3% | $1,983-45.7% | $2,440-55.8% |
| Participant deferral / active EE | $3,294 | $2,394+37.6% | $3,239+1.7% | $3,607-8.7% |
| Admin fee / account holder | $912 | $4,569-80.0% | $6,101-85.0% | $5,124-82.2% |