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 4-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 | $58,237 | $94,625-38.5% | $116,228-49.9% | $84,808-31.3% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.6%+21.9pp | 68.3%+28.1pp |
| Annual return | 17.36% | 20.40%-3.0pp | 90.06%-72.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,085 | $2,347+31.5% | $2,994+3.0% | $2,631+17.3% |
| Participant deferral / active EE | $11,007 | $3,972+177.1% | $4,953+122.2% | $4,212+161.4% |
| Admin fee / account holder | $5,644 | $10,091-44.1% | $11,989-52.9% | $7,344-23.2% |