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 5-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 | $77,592 | $95,803-19.0% | $113,168-31.4% | $84,808-8.5% |
| Participation rate | 95.3% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.0pp |
| Annual return | 30.26% | 25.00%+5.3pp | 24.27%+6.0pp | 40.90%-10.6pp |
| Employer contribution / active EE | $5,700 | $2,360+141.5% | $2,975+91.6% | $2,631+116.6% |
| Participant deferral / active EE | $14,229 | $4,242+235.4% | $5,107+178.6% | $4,212+237.8% |
| Admin fee / account holder | $45,769 | $8,989+409.2% | $12,068+279.3% | $7,344+523.2% |