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 6-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 | $53,967 | $79,944-32.5% | $98,439-45.2% | $75,163-28.2% |
| Participation rate | 93.8% | 70.4%+23.4pp | 75.2%+18.6pp | 67.2%+26.6pp |
| Annual return | 16.24% | 19.75%-3.5pp | 21.16%-4.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,145 | $2,264-49.4% | $3,048-62.4% | $2,670-57.1% |
| Participant deferral / active EE | $4,809 | $3,752+28.2% | $4,738+1.5% | $4,125+16.6% |
| Admin fee / account holder | $808 | $6,840-88.2% | $8,948-91.0% | $5,651-85.7% |