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 3-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 | $29,184 | $77,899-62.5% | $149,673-80.5% | $75,163-61.2% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 14.04% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,115 | $3,137-32.6% | $4,818-56.1% | $2,670-20.8% |
| Participant deferral / active EE | $4,567 | $3,411+33.9% | $5,680-19.6% | $4,125+10.7% |
| Admin fee / account holder | $2,309 | $5,956-61.2% | $13,210-82.5% | $5,651-59.1% |