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 | $53,363 | $73,933-27.8% | $96,683-44.8% | $75,163-29.0% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 15.80% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,507 | $2,928+19.8% | $3,737-6.1% | $2,670+31.4% |
| Participant deferral / active EE | $4,623 | $3,659+26.4% | $4,878-5.2% | $4,125+12.1% |
| Admin fee / account holder | $8,318 | $5,216+59.5% | $6,730+23.6% | $5,651+47.2% |