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 3-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 | $78,147 | $81,248-3.8% | $155,509-49.7% | $80,856-3.4% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 17.21% | 33.31%-16.1pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,708 | $3,100-44.9% | $4,672-63.4% | $2,755-38.0% |
| Participant deferral / active EE | $5,370 | $3,452+55.6% | $5,626-4.6% | $4,296+25.0% |
| Admin fee / account holder | $3,463 | $7,997-56.7% | $15,912-78.2% | $6,918-49.9% |