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 | $58,984 | $124,281-52.5% | $109,143-46.0% | $167,490-64.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 20.83% | 26.04%-5.2pp | 25.75%-4.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,766 | $4,207-34.3% | $3,722-25.7% | $4,837-42.8% |
| Participant deferral / active EE | $13,221 | $5,255+151.6% | $4,653+184.1% | $6,341+108.5% |
| Admin fee / account holder | $583 | $7,970-92.7% | $6,752-91.4% | $12,309-95.3% |