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 | $54,629 | $163,101-66.5% | $136,749-60.1% | $142,382-61.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 19.99% | 27.54%-7.6pp | 24.33%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,092 | $4,117-49.2% | $3,400-38.5% | $4,299-51.3% |
| Participant deferral / active EE | $10,030 | $5,585+79.6% | $4,692+113.8% | $6,507+54.1% |
| Admin fee / account holder | $477 | $14,318-96.7% | $11,386-95.8% | $12,624-96.2% |