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 | $83,677 | $81,460+2.7% | $103,333-19.0% | $80,856+3.5% |
| Participation rate | 94.0% | 66.8%+27.2pp | 74.5%+19.5pp | 67.6%+26.4pp |
| Annual return | 12.03% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,732 | $3,105-12.0% | $3,868-29.4% | $2,755-0.8% |
| Participant deferral / active EE | $5,893 | $3,869+52.3% | $5,057+16.5% | $4,296+37.2% |
| Admin fee / account holder | $1,908 | $6,566-70.9% | $8,355-77.2% | $6,918-72.4% |