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 | $56,954 | $110,261-48.3% | $95,745-40.5% | $139,434-59.2% |
| Participation rate | 95.2% | 75.8%+19.5pp | 72.3%+23.0pp | 80.3%+14.9pp |
| Annual return | 16.02% | 27.11%-11.1pp | 28.35%-12.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,007 | $4,676+7.1% | $4,245+18.0% | $6,710-25.4% |
| Admin fee / account holder | $1,009 | $6,613-84.7% | $5,678-82.2% | $11,403-91.2% |