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 7-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 | $49,578 | $80,968-38.8% | $96,544-48.6% | $75,163-34.0% |
| Participation rate | 93.5% | 71.8%+21.8pp | 76.0%+17.6pp | 67.2%+26.4pp |
| Annual return | 18.38% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,799 | $2,282+66.5% | $2,965+28.1% | $2,670+42.3% |
| Participant deferral / active EE | $8,048 | $3,928+104.9% | $4,851+65.9% | $4,125+95.1% |
| Admin fee / account holder | $1,592 | $6,724-76.3% | $8,252-80.7% | $5,651-71.8% |