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 | $31,854 | $81,248-60.8% | $155,509-79.5% | $80,856-60.6% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 18.49% | 33.31%-14.8pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,161 | $3,100-62.6% | $4,672-75.2% | $2,755-57.9% |
| Participant deferral / active EE | $1,893 | $3,452-45.1% | $5,626-66.4% | $4,296-55.9% |
| Admin fee / account holder | $2,854 | $7,997-64.3% | $15,912-82.1% | $6,918-58.7% |