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 4-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 | $43,959 | $80,673-45.5% | $101,326-56.6% | $84,808-48.2% |
| Participation rate | 97.7% | 77.8%+19.9pp | 81.5%+16.2pp | 68.3%+29.4pp |
| Annual return | 30.93% | 38.95%-8.0pp | 36.82%-5.9pp | 40.90%-10.0pp |
| Employer contribution / active EE | $5,881 | $2,698+118.0% | $3,665+60.4% | $2,631+123.5% |
| Participant deferral / active EE | $10,760 | $6,840+57.3% | $7,994+34.6% | $4,212+155.5% |
| Admin fee / account holder | $2,234 | $12,784-82.5% | $11,185-80.0% | $7,344-69.6% |