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 | $51,950 | $73,933-29.7% | $96,683-46.3% | $75,163-30.9% |
| Participation rate | 84.2% | 66.4%+17.8pp | 74.3%+9.9pp | 67.2%+17.0pp |
| Annual return | 26.18% | 26.70%-0.5pp | 35.69%-9.5pp | 160.62%-134.4pp |
| Employer contribution / active EE | $3,923 | $2,928+34.0% | $3,737+5.0% | $2,670+46.9% |
| Participant deferral / active EE | $4,319 | $3,659+18.1% | $4,878-11.5% | $4,125+4.7% |
| Admin fee / account holder | $857 | $5,216-83.6% | $6,730-87.3% | $5,651-84.8% |