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 | $50,327 | $80,717-37.6% | $154,803-67.5% | $84,808-40.7% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.8pp | 68.3%+29.5pp |
| Annual return | 16.48% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,861 | $2,761+76.0% | $4,305+12.9% | $2,631+84.8% |
| Participant deferral / active EE | $5,441 | $3,303+64.7% | $5,540-1.8% | $4,212+29.2% |
| Admin fee / account holder | $3,142 | $6,746-53.4% | $14,329-78.1% | $7,344-57.2% |