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 | $44,721 | $109,881-59.3% | $150,045-70.2% | $84,808-47.3% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 24.89% | 28.25%-3.4pp | 62.55%-37.7pp | 40.90%-16.0pp |
| Employer contribution / active EE | $5,907 | $3,561+65.9% | $4,693+25.9% | $2,631+124.5% |
| Participant deferral / active EE | $11,963 | $6,636+80.3% | $7,997+49.6% | $4,212+184.0% |
| Admin fee / account holder | $2,383 | $8,568-72.2% | $13,435-82.3% | $7,344-67.5% |