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 9-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 | $80,360 | $80,717-0.4% | $154,803-48.1% | $84,808-5.2% |
| Participation rate | 72.3% | 66.8%+5.5pp | 78.1%-5.7pp | 68.3%+4.0pp |
| Annual return | 19.12% | 37.96%-18.8pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,011 | $2,761+9.0% | $4,305-30.1% | $2,631+14.4% |
| Participant deferral / active EE | $7,209 | $3,303+118.2% | $5,540+30.1% | $4,212+71.2% |
| Admin fee / account holder | $6,692 | $6,746-0.8% | $14,329-53.3% | $7,344-8.9% |