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 8-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 | $52,691 | $105,931-50.3% | $81,930-35.7% | $158,922-66.8% |
| Participation rate | 89.5% | 75.6%+13.9pp | 72.0%+17.5pp | 82.0%+7.5pp |
| Annual return | 12.97% | 38.17%-25.2pp | 29.49%-16.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,327 | $7,800-83.0% | $4,310-69.2% | $4,761-72.1% |
| Participant deferral / active EE | $2,633 | $13,003-79.8% | $7,107-63.0% | $5,982-56.0% |
| Admin fee / account holder | $330 | $8,489-96.1% | $5,158-93.6% | $11,246-97.1% |