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 | $51,855 | $148,978-65.2% | $200,582-74.1% | $84,808-38.9% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 19.48% | 28.16%-8.7pp | 42.33%-22.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $6,208 | $4,815+28.9% | $6,419-3.3% | $2,631+136.0% |
| Participant deferral / active EE | $9,549 | $7,142+33.7% | $9,331+2.3% | $4,212+126.7% |
| Admin fee / account holder | $3,140 | $13,977-77.5% | $16,305-80.7% | $7,344-57.2% |