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 | $34,464 | $106,584-67.7% | $101,326-66.0% | $142,382-75.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.13% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,309 | $3,956-16.4% | $3,665-9.7% | $4,299-23.0% |
| Participant deferral / active EE | $6,725 | $8,297-19.0% | $7,994-15.9% | $6,507+3.3% |
| Admin fee / account holder | $3,840 | $11,446-66.5% | $11,185-65.7% | $12,624-69.6% |