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 | $65,681 | $100,773-34.8% | $88,946-26.2% | $142,382-53.9% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 18.09% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,256 | $2,918+11.6% | $2,555+27.4% | $4,299-24.3% |
| Participant deferral / active EE | $6,660 | $5,230+27.3% | $4,581+45.4% | $6,507+2.3% |
| Admin fee / account holder | $2,569 | $9,693-73.5% | $8,261-68.9% | $12,624-79.6% |