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 | $26,916 | $81,248-66.9% | $155,509-82.7% | $80,856-66.7% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 33.67% | 33.31%+0.4pp | 64.67%-31.0pp | 35.59%-1.9pp |
| Employer contribution / active EE | $2,174 | $3,100-29.9% | $4,672-53.5% | $2,755-21.1% |
| Participant deferral / active EE | $3,073 | $3,452-11.0% | $5,626-45.4% | $4,296-28.5% |
| Admin fee / account holder | $898 | $7,997-88.8% | $15,912-94.4% | $6,918-87.0% |