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 9-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 | $27,828 | $115,882-76.0% | $100,516-72.3% | $158,922-82.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+9.0pp |
| Annual return | 20.26% | 34.79%-14.5pp | 30.89%-10.6pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,802 | $4,103-56.1% | $3,418-47.3% | $4,761-62.1% |
| Participant deferral / active EE | $6,290 | $6,674-5.8% | $6,270+0.3% | $5,982+5.1% |
| Admin fee / account holder | $440 | $10,995-96.0% | $8,081-94.6% | $11,246-96.1% |