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 | $62,695 | $93,571-33.0% | $135,903-53.9% | $75,163-16.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.18% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $5,383 | $3,537+52.2% | $4,856+10.8% | $2,670+101.6% |
| Participant deferral / active EE | $5,481 | $6,404-14.4% | $7,758-29.4% | $4,125+32.9% |
| Admin fee / account holder | $791 | $6,975-88.7% | $10,762-92.7% | $5,651-86.0% |