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 7-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 | $34,490 | $79,944-56.9% | $98,439-65.0% | $75,163-54.1% |
| Participation rate | 88.5% | 70.4%+18.2pp | 75.2%+13.4pp | 67.2%+21.3pp |
| Annual return | 19.61% | 19.75%-0.1pp | 21.16%-1.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,731 | $2,264+20.7% | $3,048-10.4% | $2,670+2.3% |
| Participant deferral / active EE | $3,919 | $3,752+4.5% | $4,738-17.3% | $4,125-5.0% |
| Admin fee / account holder | $4,109 | $6,840-39.9% | $8,948-54.1% | $5,651-27.3% |