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 | $63,985 | $101,724-37.1% | $164,813-61.2% | $80,856-20.9% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.6%+29.7pp |
| Annual return | 12.35% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,023 | $2,953-31.5% | $4,341-53.4% | $2,755-26.6% |
| Participant deferral / active EE | $2,264 | $4,477-49.4% | $6,031-62.5% | $4,296-47.3% |
| Admin fee / account holder | $555 | $8,227-93.3% | $12,690-95.6% | $6,918-92.0% |