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 8-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 | $53,349 | $109,413-51.2% | $156,263-65.9% | $84,808-37.1% |
| Participation rate | 93.6% | 72.7%+20.9pp | 78.9%+14.7pp | 68.3%+25.3pp |
| Annual return | 18.09% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,583 | $2,907-11.1% | $4,333-40.4% | $2,631-1.8% |
| Participant deferral / active EE | $5,660 | $4,590+23.3% | $6,158-8.1% | $4,212+34.4% |
| Admin fee / account holder | $2,567 | $9,357-72.6% | $14,255-82.0% | $7,344-65.0% |