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 6-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 | $60,664 | $81,460-25.5% | $103,333-41.3% | $80,856-25.0% |
| Participation rate | 81.5% | 66.8%+14.6pp | 74.5%+7.0pp | 67.6%+13.8pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,962 | $3,105-4.6% | $3,868-23.4% | $2,755+7.5% |
| Participant deferral / active EE | $8,859 | $3,869+129.0% | $5,057+75.2% | $4,296+106.2% |
| Admin fee / account holder | $1,072 | $6,566-83.7% | $8,355-87.2% | $6,918-84.5% |