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 | $85,382 | $81,248+5.1% | $155,509-45.1% | $80,856+5.6% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.6%+2.4pp |
| Annual return | 12.79% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,345 | $3,100-56.6% | $4,672-71.2% | $2,755-51.2% |
| Participant deferral / active EE | $1,933 | $3,452-44.0% | $5,626-65.6% | $4,296-55.0% |
| Admin fee / account holder | $5,340 | $7,997-33.2% | $15,912-66.4% | $6,918-22.8% |