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 | $10,068 | $110,261-90.9% | $95,745-89.5% | $139,434-92.8% |
| Participation rate | 95.8% | 75.8%+20.1pp | 72.3%+23.6pp | 80.3%+15.5pp |
| Annual return | 31.86% | 27.11%+4.8pp | 28.35%+3.5pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,542 | $3,257-52.7% | $2,835-45.6% | $4,751-67.5% |
| Participant deferral / active EE | $2,460 | $4,676-47.4% | $4,245-42.1% | $6,710-63.3% |
| Admin fee / account holder | $436 | $6,613-93.4% | $5,678-92.3% | $11,403-96.2% |