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 | $57,587 | $127,065-54.7% | $113,168-49.1% | $142,382-59.6% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 12.95% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,555 | $3,442-25.8% | $2,975-14.1% | $4,299-40.6% |
| Participant deferral / active EE | $6,080 | $5,716+6.4% | $5,107+19.1% | $6,507-6.6% |
| Admin fee / account holder | $10,355 | $15,736-34.2% | $12,068-14.2% | $12,624-18.0% |