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 | $45,922 | $86,929-47.2% | $102,423-55.2% | $80,856-43.2% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.6pp |
| Annual return | 12.78% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,612 | $2,369+10.2% | $3,023-13.6% | $2,755-5.2% |
| Participant deferral / active EE | $7,709 | $4,118+87.2% | $5,053+52.6% | $4,296+79.4% |
| Admin fee / account holder | $5,072 | $8,049-37.0% | $9,451-46.3% | $6,918-26.7% |