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 | $63,652 | $87,013-26.8% | $106,213-40.1% | $80,856-21.3% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.3%+14.7pp | 67.6%+22.4pp |
| Annual return | 21.22% | 17.05%+4.2pp | 116.14%-94.9pp | 35.59%-14.4pp |
| Employer contribution / active EE | $8,875 | $2,395+270.5% | $3,171+179.8% | $2,755+222.2% |
| Participant deferral / active EE | $16,922 | $3,986+324.6% | $5,016+237.4% | $4,296+293.9% |
| Admin fee / account holder | $3,649 | $8,431-56.7% | $11,033-66.9% | $6,918-47.3% |