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 | $76,609 | $89,753-14.6% | $107,525-28.8% | $84,808-9.7% |
| Participation rate | 80.6% | 68.1%+12.6pp | 75.1%+5.6pp | 68.3%+12.3pp |
| Annual return | 22.50% | 29.48%-7.0pp | 181.32%-158.8pp | 40.90%-18.4pp |
| Employer contribution / active EE | $3,387 | $3,113+8.8% | $3,754-9.8% | $2,631+28.7% |
| Participant deferral / active EE | $7,307 | $4,056+80.1% | $5,116+42.8% | $4,212+73.5% |
| Admin fee / account holder | $1,797 | $7,222-75.1% | $8,919-79.9% | $7,344-75.5% |