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 | $71,132 | $94,625-24.8% | $116,228-38.8% | $84,808-16.1% |
| Participation rate | 85.4% | 70.4%+15.0pp | 74.6%+10.9pp | 68.3%+17.1pp |
| Annual return | 22.72% | 20.40%+2.3pp | 90.06%-67.3pp | 40.90%-18.2pp |
| Employer contribution / active EE | $5,402 | $2,347+130.2% | $2,994+80.4% | $2,631+105.3% |
| Participant deferral / active EE | $4,059 | $3,972+2.2% | $4,953-18.0% | $4,212-3.6% |
| Admin fee / account holder | $1,954 | $10,091-80.6% | $11,989-83.7% | $7,344-73.4% |