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 4-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 | $34,716 | $114,381-69.6% | $107,525-67.7% | $142,382-75.6% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 17.78% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,178 | $4,015-20.8% | $3,754-15.3% | $4,299-26.1% |
| Participant deferral / active EE | $6,674 | $5,564+20.0% | $5,116+30.5% | $6,507+2.6% |
| Admin fee / account holder | $932 | $9,860-90.5% | $8,919-89.6% | $12,624-92.6% |