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 10-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 | $58,353 | $80,968-27.9% | $96,544-39.6% | $75,163-22.4% |
| Participation rate | 77.5% | 71.8%+5.7pp | 76.0%+1.5pp | 67.2%+10.3pp |
| Annual return | 27.06% | 27.06%0pp | 25.84%+1.2pp | 160.62%-133.6pp |
| Employer contribution / active EE | $8,043 | $2,282+252.5% | $2,965+171.3% | $2,670+201.2% |
| Participant deferral / active EE | $2,243 | $3,928-42.9% | $4,851-53.8% | $4,125-45.6% |
| Admin fee / account holder | $1,323 | $6,724-80.3% | $8,252-84.0% | $5,651-76.6% |