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 | $69,067 | $81,460-15.2% | $103,333-33.2% | $80,856-14.6% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | 15.49% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,144 | $3,105+65.7% | $3,868+33.0% | $2,755+86.7% |
| Participant deferral / active EE | $3,514 | $3,869-9.2% | $5,057-30.5% | $4,296-18.2% |
| Admin fee / account holder | $1,258 | $6,566-80.8% | $8,355-84.9% | $6,918-81.8% |