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 | $64,268 | $177,572-63.8% | $154,803-58.5% | $142,382-54.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 12.12% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,975 | $4,810-58.9% | $4,305-54.1% | $4,299-54.1% |
| Participant deferral / active EE | $6,827 | $6,272+8.9% | $5,540+23.2% | $6,507+4.9% |
| Admin fee / account holder | $1,226 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |