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 | $59,494 | $72,012-17.4% | $185,823-68.0% | $79,858-25.5% |
| Participation rate | 92.2% | 65.8%+26.4pp | 78.0%+14.2pp | 69.6%+22.6pp |
| Annual return | 13.63% | 23.12%-9.5pp | 35.95%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,575 | $3,779+153.4% | $5,632+70.0% | $3,740+156.0% |
| Admin fee / account holder | $9,250 | $4,513+105.0% | $9,500-2.6% | $5,306+74.3% |