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 | $52,338 | $86,891-39.8% | $142,449-63.3% | $75,163-30.4% |
| Participation rate | 94.2% | 68.5%+25.7pp | 76.8%+17.4pp | 67.2%+27.0pp |
| Annual return | 24.66% | 23.31%+1.3pp | 19.99%+4.7pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,746 | $3,355-18.2% | $4,847-43.4% | $2,670+2.8% |
| Participant deferral / active EE | $5,964 | $4,938+20.8% | $6,283-5.1% | $4,125+44.6% |
| Admin fee / account holder | $2,013 | $7,299-72.4% | $10,011-79.9% | $5,651-64.4% |