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 | $31,785 | $106,515-70.2% | $96,683-67.1% | $139,434-77.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 17.91% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,468 | $4,103-39.8% | $3,737-33.9% | $4,751-48.0% |
| Participant deferral / active EE | $5,942 | $5,454+9.0% | $4,878+21.8% | $6,710-11.4% |
| Admin fee / account holder | $2,745 | $7,877-65.1% | $6,730-59.2% | $11,403-75.9% |