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 | $91,261 | $64,324+41.9% | $118,925-23.3% | $79,858+14.3% |
| Participation rate | 85.4% | 64.9%+20.5pp | 75.4%+10.0pp | 69.6%+15.7pp |
| Annual return | 18.52% | 86.45%-67.9pp | 35.88%-17.4pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,769 | $1,836-3.6% | $3,263-45.8% | $2,471-28.4% |
| Participant deferral / active EE | $4,813 | $2,824+70.4% | $4,265+12.8% | $3,740+28.7% |
| Admin fee / account holder | $1,153 | $4,040-71.5% | $6,581-82.5% | $5,306-78.3% |