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 | $53,800 | $238,490-77.4% | $180,183-70.1% | $142,382-62.2% |
| Participation rate | 84.6% | 82.3%+2.4pp | 77.4%+7.2pp | 80.1%+4.5pp |
| Annual return | 14.51% | 33.56%-19.0pp | 27.86%-13.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,786 | $6,143-70.9% | $5,039-64.6% | $4,299-58.5% |
| Participant deferral / active EE | $2,668 | $7,996-66.6% | $6,822-60.9% | $6,507-59.0% |
| Admin fee / account holder | $952 | $28,866-96.7% | $19,975-95.2% | $12,624-92.5% |