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 9-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 | $28,783 | $118,450-75.7% | $98,439-70.8% | $139,434-79.4% |
| Participation rate | 92.9% | 77.4%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 12.52% | 18.94%-6.4pp | 21.16%-8.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,513 | $3,609-58.1% | $3,048-50.4% | $4,751-68.2% |
| Participant deferral / active EE | $5,408 | $5,392+0.3% | $4,738+14.2% | $6,710-19.4% |
| Admin fee / account holder | $1,263 | $14,026-91.0% | $8,948-85.9% | $11,403-88.9% |