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 | $58,952 | $95,803-38.5% | $113,168-47.9% | $84,808-30.5% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 15.66% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,678 | $2,360+13.5% | $2,975-10.0% | $2,631+1.8% |
| Participant deferral / active EE | $6,761 | $4,242+59.4% | $5,107+32.4% | $4,212+60.5% |
| Admin fee / account holder | $1,297 | $8,989-85.6% | $12,068-89.3% | $7,344-82.3% |