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 | $39,373 | $78,672-50.0% | $109,143-63.9% | $85,850-54.1% |
| Participation rate | 80.6% | 68.3%+12.3pp | 75.9%+4.7pp | 69.3%+11.2pp |
| Annual return | 14.27% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,249 | $2,735-54.3% | $3,722-66.4% | $2,565-51.3% |
| Participant deferral / active EE | $2,748 | $3,467-20.7% | $4,653-40.9% | $3,952-30.5% |
| Admin fee / account holder | $1,534 | $5,469-71.9% | $6,752-77.3% | $6,260-75.5% |