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 | $30,641 | $109,881-72.1% | $150,045-79.6% | $84,808-63.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.40% | 28.25%-9.8pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,495 | $3,561-30.0% | $4,693-46.8% | $2,631-5.2% |
| Participant deferral / active EE | $4,968 | $6,636-25.1% | $7,997-37.9% | $4,212+17.9% |
| Admin fee / account holder | $1,679 | $8,568-80.4% | $13,435-87.5% | $7,344-77.1% |