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 | $58,827 | $109,881-46.5% | $150,045-60.8% | $84,808-30.6% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 18.37% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,045 | $3,561-70.7% | $4,693-77.7% | $2,631-60.3% |
| Participant deferral / active EE | $8,043 | $6,636+21.2% | $7,997+0.6% | $4,212+91.0% |
| Admin fee / account holder | $504 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |