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 | $59,027 | $114,381-48.4% | $107,525-45.1% | $142,382-58.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 21.26% | 242.71%-221.4pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,294 | $4,015-42.9% | $3,754-38.9% | $4,299-46.6% |
| Participant deferral / active EE | $8,894 | $5,564+59.8% | $5,116+73.9% | $6,507+36.7% |
| Admin fee / account holder | $369 | $9,860-96.3% | $8,919-95.9% | $12,624-97.1% |