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 7-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 | $35,146 | $89,753-60.8% | $107,525-67.3% | $84,808-58.6% |
| Participation rate | 94.9% | 68.1%+26.9pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 19.43% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,934 | $3,113-5.8% | $3,754-21.8% | $2,631+11.5% |
| Participant deferral / active EE | $4,893 | $4,056+20.6% | $5,116-4.4% | $4,212+16.2% |
| Admin fee / account holder | $5,168 | $7,222-28.4% | $8,919-42.0% | $7,344-29.6% |