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 7-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 | $18,067 | $57,016-68.3% | $84,966-78.7% | $80,856-77.7% |
| Participation rate | 94.8% | 56.3%+38.5pp | 67.5%+27.3pp | 67.6%+27.2pp |
| Annual return | 12.86% | 21.66%-8.8pp | 66.38%-53.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,226 | $1,798+23.8% | $2,727-18.4% | $2,755-19.2% |
| Participant deferral / active EE | $4,586 | $3,110+47.5% | $4,519+1.5% | $4,296+6.8% |
| Admin fee / account holder | $893 | $4,980-82.1% | $6,149-85.5% | $6,918-87.1% |