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 | $58,053 | $71,050-18.3% | $93,606-38.0% | $80,856-28.2% |
| Participation rate | 76.7% | 60.4%+16.3pp | 68.7%+7.9pp | 67.6%+9.0pp |
| Annual return | 11.39% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,235 | $1,564+106.9% | $2,420+33.7% | $2,755+17.4% |
| Participant deferral / active EE | $7,058 | $4,034+75.0% | $4,411+60.0% | $4,296+64.3% |
| Admin fee / account holder | $4,412 | $6,945-36.5% | $8,285-46.7% | $6,918-36.2% |