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 3-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 | $64,481 | $138,347-53.4% | $184,203-65.0% | $80,856-20.3% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+1.0pp | 67.6%+20.2pp |
| Annual return | 13.34% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $8,125 | $4,850+67.5% | $6,427+26.4% | $2,755+194.9% |
| Participant deferral / active EE | $16,807 | $7,071+137.7% | $9,131+84.1% | $4,296+291.2% |
| Admin fee / account holder | $8,284 | $10,483-21.0% | $13,901-40.4% | $6,918+19.7% |