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 | $13,157 | $57,541-77.1% | $95,745-86.3% | $75,163-82.5% |
| Participation rate | 95.7% | 62.5%+33.1pp | 72.3%+23.4pp | 67.2%+28.5pp |
| Annual return | 23.75% | 34.93%-11.2pp | 28.35%-4.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,393 | $1,808+32.4% | $2,835-15.6% | $2,670-10.4% |
| Participant deferral / active EE | $6,194 | $3,074+101.5% | $4,245+45.9% | $4,125+50.2% |
| Admin fee / account holder | $2,303 | $4,099-43.8% | $5,678-59.4% | $5,651-59.2% |