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 | $78,293 | $109,413-28.4% | $156,263-49.9% | $84,808-7.7% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 17.17% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,699 | $2,907-41.5% | $4,333-60.8% | $2,631-35.4% |
| Participant deferral / active EE | $2,763 | $4,590-39.8% | $6,158-55.1% | $4,212-34.4% |
| Admin fee / account holder | $1,088 | $9,357-88.4% | $14,255-92.4% | $7,344-85.2% |