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 | $27,764 | $104,974-73.6% | $95,585-71.0% | $142,382-80.5% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.1%+17.4pp | 80.1%+9.4pp |
| Annual return | 15.10% | 210.33%-195.2pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,805 | $2,779-35.0% | $2,527-28.5% | $4,299-58.0% |
| Participant deferral / active EE | $4,034 | $4,352-7.3% | $4,023+0.3% | $6,507-38.0% |
| Admin fee / account holder | $1,419 | $6,386-77.8% | $6,127-76.8% | $12,624-88.8% |