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 | $45,750 | $109,881-58.4% | $150,045-69.5% | $84,808-46.1% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 18.22% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,168 | $3,561-67.2% | $4,693-75.1% | $2,631-55.6% |
| Participant deferral / active EE | $10,768 | $6,636+62.3% | $7,997+34.6% | $4,212+155.7% |
| Admin fee / account holder | $5,505 | $8,568-35.8% | $13,435-59.0% | $7,344-25.0% |