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 | $56,436 | $148,978-62.1% | $200,582-71.9% | $84,808-33.5% |
| Participation rate | 83.8% | 84.2%-0.4pp | 86.9%-3.1pp | 68.3%+15.5pp |
| Annual return | 18.87% | 28.16%-9.3pp | 42.33%-23.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,079 | $4,815-36.1% | $6,419-52.0% | $2,631+17.0% |
| Participant deferral / active EE | $9,539 | $7,142+33.6% | $9,331+2.2% | $4,212+126.5% |
| Admin fee / account holder | $724 | $13,977-94.8% | $16,305-95.6% | $7,344-90.1% |