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 | $66,595 | $99,985-33.4% | $146,665-54.6% | $85,850-22.4% |
| Participation rate | 89.4% | 73.1%+16.3pp | 80.1%+9.3pp | 69.3%+20.1pp |
| Annual return | 16.76% | 18.93%-2.2pp | 22.74%-6.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,568 | $2,559-38.7% | $4,136-62.1% | $2,565-38.9% |
| Participant deferral / active EE | $4,358 | $4,006+8.8% | $5,506-20.8% | $3,952+10.3% |
| Admin fee / account holder | $4,015 | $7,702-47.9% | $10,280-60.9% | $6,260-35.9% |