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 | $47,131 | $95,803-50.8% | $113,168-58.4% | $84,808-44.4% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 17.48% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,737 | $2,360-26.4% | $2,975-41.6% | $2,631-34.0% |
| Participant deferral / active EE | $5,263 | $4,242+24.1% | $5,107+3.1% | $4,212+25.0% |
| Admin fee / account holder | $4,044 | $8,989-55.0% | $12,068-66.5% | $7,344-44.9% |