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 | $36,856 | $58,523-37.0% | $99,443-62.9% | $72,985-49.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 19.18% | 28.51%-9.3pp | 30.72%-11.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,105 | $1,512-26.9% | $2,540-56.5% | $2,440-54.7% |
| Participant deferral / active EE | $3,398 | $2,606+30.4% | $3,619-6.1% | $3,607-5.8% |
| Admin fee / account holder | $1,374 | $4,102-66.5% | $6,250-78.0% | $5,124-73.2% |