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 9-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 | $48,065 | $57,016-15.7% | $84,966-43.4% | $80,856-40.6% |
| Participation rate | 87.3% | 56.3%+30.9pp | 67.5%+19.8pp | 67.6%+19.6pp |
| Annual return | 14.45% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,489 | $3,110+173.0% | $4,519+87.8% | $4,296+97.6% |
| Admin fee / account holder | $2,256 | $4,980-54.7% | $6,149-63.3% | $6,918-67.4% |