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 | $49,814 | $93,571-46.8% | $135,903-63.3% | $75,163-33.7% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 16.92% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,766 | $3,537-21.8% | $4,856-43.0% | $2,670+3.6% |
| Participant deferral / active EE | $7,791 | $6,404+21.7% | $7,758+0.4% | $4,125+88.9% |
| Admin fee / account holder | $6,237 | $6,975-10.6% | $10,762-42.0% | $5,651+10.4% |