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 | $63,209 | $78,422-19.4% | $95,952-34.1% | $79,858-20.8% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 27.68% | 19.37%+8.3pp | 91.61%-63.9pp | 31.71%-4.0pp |
| Employer contribution / active EE | $1,650 | $1,945-15.2% | $2,541-35.1% | $2,471-33.2% |
| Participant deferral / active EE | $4,632 | $3,440+34.7% | $4,167+11.2% | $3,740+23.9% |
| Admin fee / account holder | $2,272 | $5,622-59.6% | $6,795-66.6% | $5,306-57.2% |