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 | $56,280 | $76,670-26.6% | $96,683-41.8% | $71,457-21.2% |
| Participation rate | 76.9% | 66.6%+10.3pp | 74.3%+2.6pp | 67.9%+9.0pp |
| Annual return | 21.24% | 48.29%-27.1pp | 35.69%-14.5pp | 28.85%-7.6pp |
| Employer contribution / active EE | $6,335 | $3,031+109.0% | $3,737+69.5% | $2,588+144.8% |
| Participant deferral / active EE | $1,733 | $3,771-54.1% | $4,878-64.5% | $4,289-59.6% |
| Admin fee / account holder | $6,430 | $2,028+217.0% | $6,730-4.5% | $1,587+305.1% |