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 8-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 | $20,239 | $65,365-69.0% | $92,893-78.2% | $72,985-72.3% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 25.09% | 42.10%-17.0pp | 109.41%-84.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $5,822 | $2,594+124.4% | $3,653+59.4% | $2,440+138.6% |
| Participant deferral / active EE | $2,020 | $3,128-35.4% | $4,236-52.3% | $3,607-44.0% |
| Admin fee / account holder | $2,116 | $4,251-50.2% | $5,794-63.5% | $5,124-58.7% |