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 | $50,314 | $74,927-32.8% | $101,794-50.6% | $84,808-40.7% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.2%+24.9pp | 68.3%+25.8pp |
| Annual return | 16.85% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,973 | $1,522+95.3% | $2,289+29.9% | $2,631+13.0% |
| Participant deferral / active EE | $4,140 | $3,099+33.6% | $4,084+1.4% | $4,212-1.7% |
| Admin fee / account holder | $1,653 | $6,514-74.6% | $8,777-81.2% | $7,344-77.5% |