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 | $53,802 | $60,022-10.4% | $88,946-39.5% | $84,808-36.6% |
| Participation rate | 80.3% | 57.8%+22.4pp | 68.8%+11.4pp | 68.3%+12.0pp |
| Annual return | 21.82% | 22.43%-0.6pp | 57.82%-36.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,359 | $1,703+38.5% | $2,555-7.7% | $2,631-10.3% |
| Participant deferral / active EE | $8,317 | $3,114+167.1% | $4,581+81.5% | $4,212+97.5% |
| Admin fee / account holder | $3,788 | $4,811-21.3% | $8,261-54.1% | $7,344-48.4% |