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 | $60,473 | $109,413-44.7% | $156,263-61.3% | $84,808-28.7% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 35.69% | 20.18%+15.5pp | 59.47%-23.8pp | 40.90%-5.2pp |
| Employer contribution / active EE | $3,735 | $2,907+28.5% | $4,333-13.8% | $2,631+42.0% |
| Participant deferral / active EE | $8,167 | $4,590+78.0% | $6,158+32.6% | $4,212+93.9% |
| Admin fee / account holder | $1,837 | $9,357-80.4% | $14,255-87.1% | $7,344-75.0% |