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 | $49,626 | $86,929-42.9% | $102,423-51.5% | $80,856-38.6% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 18.61% | 18.88%-0.3pp | 29.32%-10.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $5,137 | $2,369+116.8% | $3,023+69.9% | $2,755+86.5% |
| Participant deferral / active EE | $5,673 | $4,118+37.7% | $5,053+12.3% | $4,296+32.1% |
| Admin fee / account holder | $2,736 | $8,049-66.0% | $9,451-71.1% | $6,918-60.5% |