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 10-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 | $56,356 | $59,839-5.8% | $81,983-31.3% | $79,858-29.4% |
| Participation rate | 75.8% | 61.6%+14.1pp | 69.2%+6.5pp | 69.6%+6.1pp |
| Annual return | 21.92% | 17.56%+4.4pp | 41.31%-19.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,648 | $1,713+54.6% | $2,498+6.0% | $2,471+7.2% |
| Participant deferral / active EE | $8,095 | $2,695+200.4% | $3,722+117.5% | $3,740+116.5% |
| Admin fee / account holder | $8,724 | $4,287+103.5% | $5,664+54.0% | $5,306+64.4% |