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 | $48,710 | $109,413-55.5% | $156,263-68.8% | $84,808-42.6% |
| Participation rate | 95.6% | 72.7%+22.9pp | 78.9%+16.6pp | 68.3%+27.2pp |
| Annual return | 16.34% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,916 | $2,907+0.3% | $4,333-32.7% | $2,631+10.8% |
| Participant deferral / active EE | $5,056 | $4,590+10.2% | $6,158-17.9% | $4,212+20.0% |
| Admin fee / account holder | $5,449 | $9,357-41.8% | $14,255-61.8% | $7,344-25.8% |