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 7-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 | $29,339 | $106,515-72.5% | $96,683-69.7% | $139,434-79.0% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 25.82% | 38.43%-12.6pp | 35.69%-9.9pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,695 | $4,103-58.7% | $3,737-54.7% | $4,751-64.3% |
| Participant deferral / active EE | $4,293 | $5,454-21.3% | $4,878-12.0% | $6,710-36.0% |
| Admin fee / account holder | $441 | $7,877-94.4% | $6,730-93.4% | $11,403-96.1% |