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 7-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 | $44,527 | $79,449-44.0% | $189,557-76.5% | $85,850-48.1% |
| Participation rate | 91.0% | 66.0%+25.0pp | 78.4%+12.6pp | 69.3%+21.7pp |
| Annual return | 12.17% | 18.45%-6.3pp | 64.17%-52.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,326 | $2,081+11.8% | $4,412-47.3% | $2,565-9.3% |
| Participant deferral / active EE | $3,443 | $4,051-15.0% | $6,174-44.2% | $3,952-12.9% |
| Admin fee / account holder | $563 | $5,377-89.5% | $9,807-94.3% | $6,260-91.0% |