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 4-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 | $63,593 | $77,503-17.9% | $100,391-36.7% | $80,856-21.4% |
| Participation rate | 98.8% | 76.9%+21.8pp | 81.5%+17.3pp | 67.6%+31.1pp |
| Annual return | 13.27% | 37.20%-23.9pp | 49.20%-35.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $935 | $2,801-66.6% | $3,942-76.3% | $2,755-66.0% |
| Participant deferral / active EE | $5,413 | $6,820-20.6% | $8,082-33.0% | $4,296+26.0% |
| Admin fee / account holder | $2,024 | $5,897-65.7% | $7,899-74.4% | $6,918-70.7% |