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 | $59,332 | $117,983-49.7% | $101,794-41.7% | $142,382-58.3% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.2%+13.4pp | 80.1%+2.5pp |
| Annual return | 14.46% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,822 | $2,773-34.3% | $2,289-20.4% | $4,299-57.6% |
| Participant deferral / active EE | $3,569 | $4,714-24.3% | $4,084-12.6% | $6,507-45.2% |
| Admin fee / account holder | $1,210 | $10,433-88.4% | $8,777-86.2% | $12,624-90.4% |