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 | $61,432 | $72,277-15.0% | $101,248-39.3% | $79,858-23.1% |
| Participation rate | 82.9% | 68.5%+14.5pp | 75.8%+7.1pp | 69.6%+13.3pp |
| Annual return | 18.93% | 22.30%-3.4pp | 46.47%-27.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,450 | $2,692-9.0% | $3,660-33.0% | $2,471-0.8% |
| Participant deferral / active EE | $4,745 | $3,282+44.6% | $4,370+8.6% | $3,740+26.9% |
| Admin fee / account holder | $868 | $4,400-80.3% | $5,945-85.4% | $5,306-83.6% |