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 3-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 | $62,276 | $46,553+33.8% | $64,056-2.8% | $75,163-17.1% |
| Participation rate | 96.9% | 65.9%+30.9pp | 72.3%+24.6pp | 67.2%+29.7pp |
| Annual return | 27.30% | 26.03%+1.3pp | 33.69%-6.4pp | 160.62%-133.3pp |
| Employer contribution / active EE | $2,503 | $1,974+26.8% | $2,747-8.9% | $2,670-6.2% |
| Participant deferral / active EE | $4,206 | $2,837+48.3% | $3,880+8.4% | $4,125+2.0% |
| Admin fee / account holder | $734 | $2,952-75.1% | $3,068-76.1% | $5,651-87.0% |