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 | $35,268 | $117,381-70.0% | $99,443-64.5% | $152,861-76.9% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 19.82% | 31.87%-12.0pp | 30.72%-10.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,930 | $3,013-35.9% | $2,540-24.0% | $4,762-59.5% |
| Participant deferral / active EE | $2,012 | $4,086-50.8% | $3,619-44.4% | $5,850-65.6% |
| Admin fee / account holder | $2,304 | $7,631-69.8% | $6,250-63.1% | $11,596-80.1% |