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 | $60,365 | $81,248-25.7% | $155,509-61.2% | $80,856-25.3% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 29.42% | 33.31%-3.9pp | 64.67%-35.2pp | 35.59%-6.2pp |
| Employer contribution / active EE | $2,782 | $3,100-10.3% | $4,672-40.5% | $2,755+1.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,604 | $7,997-67.4% | $15,912-83.6% | $6,918-62.4% |