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 | $31,471 | $109,881-71.4% | $150,045-79.0% | $84,808-62.9% |
| Participation rate | 86.9% | 76.1%+10.8pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 21.33% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,829 | $3,561-48.6% | $4,693-61.0% | $2,631-30.5% |
| Participant deferral / active EE | $3,733 | $6,636-43.8% | $7,997-53.3% | $4,212-11.4% |
| Admin fee / account holder | $1,878 | $8,568-78.1% | $13,435-86.0% | $7,344-74.4% |