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 | $48,044 | $86,929-44.7% | $102,423-53.1% | $80,856-40.6% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 14.27% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,585 | $2,369+135.7% | $3,023+84.7% | $2,755+102.7% |
| Participant deferral / active EE | $12,217 | $4,118+196.6% | $5,053+141.8% | $4,296+184.4% |
| Admin fee / account holder | $8,384 | $8,049+4.2% | $9,451-11.3% | $6,918+21.2% |