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 | $83,526 | $109,413-23.7% | $156,263-46.5% | $84,808-1.5% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 18.16% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,518 | $2,907-13.4% | $4,333-41.9% | $2,631-4.3% |
| Participant deferral / active EE | $4,542 | $4,590-1.0% | $6,158-26.2% | $4,212+7.9% |
| Admin fee / account holder | $1,667 | $9,357-82.2% | $14,255-88.3% | $7,344-77.3% |