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 4-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 | $76,454 | $109,881-30.4% | $150,045-49.0% | $84,808-9.9% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 19.65% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $4,469 | $3,561+25.5% | $4,693-4.8% | $2,631+69.9% |
| Participant deferral / active EE | $10,639 | $6,636+60.3% | $7,997+33.0% | $4,212+152.6% |
| Admin fee / account holder | $1,023 | $8,568-88.1% | $13,435-92.4% | $7,344-86.1% |