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 7-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 | $44,247 | $95,803-53.8% | $113,168-60.9% | $84,808-47.8% |
| Participation rate | 92.2% | 72.9%+19.3pp | 76.6%+15.6pp | 68.3%+23.8pp |
| Annual return | 18.79% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,691 | $4,242+128.4% | $5,107+89.8% | $4,212+130.1% |
| Admin fee / account holder | $2,073 | $8,989-76.9% | $12,068-82.8% | $7,344-71.8% |