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 | $28,689 | $109,881-73.9% | $150,045-80.9% | $84,808-66.2% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.2pp | 68.3%+22.3pp |
| Annual return | 17.89% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,887 | $3,561-47.0% | $4,693-59.8% | $2,631-28.3% |
| Participant deferral / active EE | $4,361 | $6,636-34.3% | $7,997-45.5% | $4,212+3.6% |
| Admin fee / account holder | $1,617 | $8,568-81.1% | $13,435-88.0% | $7,344-78.0% |