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 4-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 | $60,073 | $109,881-45.3% | $150,045-60.0% | $84,808-29.2% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 21.28% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,615 | $6,636+120.2% | $7,997+82.8% | $4,212+247.0% |
| Admin fee / account holder | $5,961 | $8,568-30.4% | $13,435-55.6% | $7,344-18.8% |