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 | $10,373 | $60,022-82.7% | $88,946-88.3% | $84,808-87.8% |
| Participation rate | 89.7% | 57.8%+31.8pp | 68.8%+20.8pp | 68.3%+21.3pp |
| Annual return | 22.92% | 22.43%+0.5pp | 57.82%-34.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,989 | $1,703+16.8% | $2,555-22.2% | $2,631-24.4% |
| Participant deferral / active EE | $4,540 | $3,114+45.8% | $4,581-0.9% | $4,212+7.8% |
| Admin fee / account holder | $368 | $4,811-92.4% | $8,261-95.5% | $7,344-95.0% |