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 | $43,227 | $81,248-46.8% | $155,509-72.2% | $80,856-46.5% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.5pp |
| Annual return | 14.64% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,581 | $3,100-16.7% | $4,672-44.8% | $2,755-6.3% |
| Participant deferral / active EE | $4,653 | $3,452+34.8% | $5,626-17.3% | $4,296+8.3% |
| Admin fee / account holder | $2,779 | $7,997-65.3% | $15,912-82.5% | $6,918-59.8% |