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 | $61,706 | $80,717-23.6% | $154,803-60.1% | $84,808-27.2% |
| Participation rate | 86.0% | 66.8%+19.2pp | 78.1%+8.0pp | 68.3%+17.7pp |
| Annual return | 15.32% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,115 | $2,761-23.4% | $4,305-50.9% | $2,631-19.6% |
| Participant deferral / active EE | $5,137 | $3,303+55.5% | $5,540-7.3% | $4,212+22.0% |
| Admin fee / account holder | $486 | $6,746-92.8% | $14,329-96.6% | $7,344-93.4% |