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 4-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 | $59,088 | $78,926-25.1% | $136,749-56.8% | $84,808-30.3% |
| Participation rate | 83.6% | 62.2%+21.5pp | 72.1%+11.5pp | 68.3%+15.3pp |
| Annual return | 15.79% | 18.17%-2.4pp | 24.33%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,111 | $2,134+45.8% | $3,400-8.5% | $2,631+18.3% |
| Participant deferral / active EE | $7,224 | $3,168+128.0% | $4,692+54.0% | $4,212+71.5% |
| Admin fee / account holder | $6,149 | $6,369-3.5% | $11,386-46.0% | $7,344-16.3% |