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 6-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 | $59,058 | $109,881-46.3% | $150,045-60.6% | $84,808-30.4% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 37.91% | 28.25%+9.7pp | 62.55%-24.6pp | 40.90%-3.0pp |
| Employer contribution / active EE | $1,980 | $3,561-44.4% | $4,693-57.8% | $2,631-24.7% |
| Participant deferral / active EE | $11,168 | $6,636+68.3% | $7,997+39.7% | $4,212+165.2% |
| Admin fee / account holder | $2,424 | $8,568-71.7% | $13,435-82.0% | $7,344-67.0% |