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 | $35,461 | $60,022-40.9% | $88,946-60.1% | $84,808-58.2% |
| Participation rate | 93.1% | 57.8%+35.3pp | 68.8%+24.3pp | 68.3%+24.8pp |
| Annual return | 18.84% | 22.43%-3.6pp | 57.82%-39.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,695 | $1,703+58.3% | $2,555+5.5% | $2,631+2.4% |
| Participant deferral / active EE | $5,261 | $3,114+69.0% | $4,581+14.8% | $4,212+24.9% |
| Admin fee / account holder | $1,839 | $4,811-61.8% | $8,261-77.7% | $7,344-75.0% |