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 | $49,614 | $109,881-54.8% | $150,045-66.9% | $84,808-41.5% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 22.25% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,649 | $3,561-25.6% | $4,693-43.6% | $2,631+0.7% |
| Participant deferral / active EE | $9,432 | $6,636+42.1% | $7,997+17.9% | $4,212+124.0% |
| Admin fee / account holder | $4,523 | $8,568-47.2% | $13,435-66.3% | $7,344-38.4% |