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 3-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 | $63,456 | $109,413-42.0% | $156,263-59.4% | $84,808-25.2% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 18.63% | 20.18%-1.6pp | 59.47%-40.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,889 | $2,907+102.6% | $4,333+35.9% | $2,631+123.8% |
| Participant deferral / active EE | $12,692 | $4,590+176.5% | $6,158+106.1% | $4,212+201.4% |
| Admin fee / account holder | $8,956 | $9,357-4.3% | $14,255-37.2% | $7,344+22.0% |