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 8-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 | $27,265 | $69,207-60.6% | $64,056-57.4% | $139,434-80.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 34.77% | 45.88%-11.1pp | 33.69%+1.1pp | 372.94%-338.2pp |
| Employer contribution / active EE | $2,399 | $3,182-24.6% | $2,747-12.6% | $4,751-49.5% |
| Participant deferral / active EE | $5,028 | $4,682+7.4% | $3,880+29.6% | $6,710-25.1% |
| Admin fee / account holder | $1,218 | $4,244-71.3% | $3,068-60.3% | $11,403-89.3% |