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 | $16,271 | $45,073-63.9% | $69,455-76.6% | $72,985-77.7% |
| Participation rate | 89.6% | 68.5%+21.1pp | 74.6%+15.0pp | 69.5%+20.1pp |
| Annual return | 28.34% | 22.65%+5.7pp | 28.97%-0.6pp | 81.00%-52.7pp |
| Employer contribution / active EE | $5,562 | $2,054+170.8% | $2,779+100.1% | $2,440+128.0% |
| Participant deferral / active EE | $1,151 | $2,602-55.8% | $3,535-67.4% | $3,607-68.1% |
| Admin fee / account holder | $2,901 | $3,056-5.1% | $3,839-24.5% | $5,124-43.4% |