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 | $28,688 | $25,014+14.7% | $69,647-58.8% | $80,856-64.5% |
| Participation rate | 70.0% | 64.2%+5.8pp | 66.5%+3.5pp | 67.6%+2.4pp |
| Annual return | 13.14% | 19.07%-5.9pp | 100.48%-87.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,917 | $993+93.0% | $1,712+11.9% | $2,755-30.4% |
| Participant deferral / active EE | $4,013 | $1,839+118.2% | $2,886+39.1% | $4,296-6.6% |
| Admin fee / account holder | $7,890 | $2,488+217.1% | $4,713+67.4% | $6,918+14.0% |