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 | $58,423 | $109,881-46.8% | $150,045-61.1% | $84,808-31.1% |
| Participation rate | 86.0% | 76.1%+9.9pp | 82.3%+3.6pp | 68.3%+17.7pp |
| Annual return | 22.46% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $5,433 | $3,561+52.5% | $4,693+15.8% | $2,631+106.5% |
| Participant deferral / active EE | $9,110 | $6,636+37.3% | $7,997+13.9% | $4,212+116.3% |
| Admin fee / account holder | $2,863 | $8,568-66.6% | $13,435-78.7% | $7,344-61.0% |