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 | $46,796 | $72,012-35.0% | $185,823-74.8% | $79,858-41.4% |
| Participation rate | 77.8% | 65.8%+12.0pp | 78.0%-0.3pp | 69.6%+8.1pp |
| Annual return | 29.05% | 23.12%+5.9pp | 35.95%-6.9pp | 31.71%-2.7pp |
| Employer contribution / active EE | $4,881 | $1,965+148.4% | $4,087+19.4% | $2,471+97.5% |
| Participant deferral / active EE | $8,349 | $3,779+120.9% | $5,632+48.2% | $3,740+123.2% |
| Admin fee / account holder | $1,792 | $4,513-60.3% | $9,500-81.1% | $5,306-66.2% |