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 | $18,899 | $177,572-89.4% | $154,803-87.8% | $142,382-86.7% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 59.91% | 65.07%-5.2pp | 58.88%+1.0pp | 217.08%-157.2pp |
| Employer contribution / active EE | $2,145 | $4,810-55.4% | $4,305-50.2% | $4,299-50.1% |
| Participant deferral / active EE | $3,102 | $6,272-50.5% | $5,540-44.0% | $6,507-52.3% |
| Admin fee / account holder | $875 | $16,786-94.8% | $14,329-93.9% | $12,624-93.1% |