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 | $41,317 | $80,968-49.0% | $96,544-57.2% | $75,163-45.0% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 24.84% | 27.06%-2.2pp | 25.84%-1.0pp | 160.62%-135.8pp |
| Employer contribution / active EE | $3,438 | $2,282+50.7% | $2,965+15.9% | $2,670+28.8% |
| Participant deferral / active EE | $7,864 | $3,928+100.2% | $4,851+62.1% | $4,125+90.6% |
| Admin fee / account holder | $1,367 | $6,724-79.7% | $8,252-83.4% | $5,651-75.8% |