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 | $50,755 | $95,803-47.0% | $113,168-55.2% | $84,808-40.2% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 14.85% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,427 | $2,360+2.8% | $2,975-18.4% | $2,631-7.7% |
| Participant deferral / active EE | $3,650 | $4,242-14.0% | $5,107-28.5% | $4,212-13.3% |
| Admin fee / account holder | $5,713 | $8,989-36.4% | $12,068-52.7% | $7,344-22.2% |