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 | $50,054 | $179,726-72.1% | $156,263-68.0% | $142,382-64.8% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 21.42% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,465 | $5,069-51.4% | $4,333-43.1% | $4,299-42.7% |
| Participant deferral / active EE | $5,116 | $6,956-26.5% | $6,158-16.9% | $6,507-21.4% |
| Admin fee / account holder | $2,394 | $17,272-86.1% | $14,255-83.2% | $12,624-81.0% |