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 5-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 | $59,098 | $138,347-57.3% | $184,203-67.9% | $80,856-26.9% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.6%+10.1pp |
| Annual return | 40.24% | 20.02%+20.2pp | 28.81%+11.4pp | 35.59%+4.6pp |
| Employer contribution / active EE | $3,224 | $4,850-33.5% | $6,427-49.8% | $2,755+17.0% |
| Participant deferral / active EE | $8,677 | $7,071+22.7% | $9,131-5.0% | $4,296+102.0% |
| Admin fee / account holder | $4,096 | $10,483-60.9% | $13,901-70.5% | $6,918-40.8% |