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 | $26,037 | $60,022-56.6% | $88,946-70.7% | $84,808-69.3% |
| Participation rate | 87.0% | 57.8%+29.2pp | 68.8%+18.2pp | 68.3%+18.7pp |
| Annual return | 19.22% | 22.43%-3.2pp | 57.82%-38.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,948 | $1,703+14.4% | $2,555-23.8% | $2,631-26.0% |
| Participant deferral / active EE | $6,018 | $3,114+93.3% | $4,581+31.3% | $4,212+42.9% |
| Admin fee / account holder | $2,113 | $4,811-56.1% | $8,261-74.4% | $7,344-71.2% |