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 8-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 | $35,811 | $127,065-71.8% | $113,168-68.4% | $142,382-74.8% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 20.13% | 24.03%-3.9pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,079 | $3,442-39.6% | $2,975-30.1% | $4,299-51.6% |
| Participant deferral / active EE | $6,418 | $5,716+12.3% | $5,107+25.7% | $6,507-1.4% |
| Admin fee / account holder | $4,073 | $15,736-74.1% | $12,068-66.2% | $12,624-67.7% |