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 6-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 | $28,684 | $117,983-75.7% | $101,794-71.8% | $142,382-79.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 15.67% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $739 | $2,773-73.4% | $2,289-67.7% | $4,299-82.8% |
| Participant deferral / active EE | $7,288 | $4,714+54.6% | $4,084+78.4% | $6,507+12.0% |
| Admin fee / account holder | $706 | $10,433-93.2% | $8,777-92.0% | $12,624-94.4% |