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 | $30,573 | $124,281-75.4% | $109,143-72.0% | $167,490-81.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 26.50% | 26.04%+0.5pp | 25.75%+0.7pp | 478.56%-452.1pp |
| Employer contribution / active EE | $4,014 | $4,207-4.6% | $3,722+7.8% | $4,837-17.0% |
| Participant deferral / active EE | $5,863 | $5,255+11.6% | $4,653+26.0% | $6,341-7.5% |
| Admin fee / account holder | $560 | $7,970-93.0% | $6,752-91.7% | $12,309-95.4% |