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 6-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 | $64,088 | $109,413-41.4% | $156,263-59.0% | $84,808-24.4% |
| Participation rate | 99.0% | 72.7%+26.3pp | 78.9%+20.1pp | 68.3%+30.6pp |
| Annual return | 16.33% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,853 | $2,907+67.0% | $4,333+12.0% | $2,631+84.5% |
| Participant deferral / active EE | $5,998 | $4,590+30.7% | $6,158-2.6% | $4,212+42.4% |
| Admin fee / account holder | $1,162 | $9,357-87.6% | $14,255-91.9% | $7,344-84.2% |