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 8-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 | $75,323 | $179,726-58.1% | $156,263-51.8% | $142,382-47.1% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 18.25% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,270 | $5,069-55.2% | $4,333-47.6% | $4,299-47.2% |
| Participant deferral / active EE | $7,771 | $6,956+11.7% | $6,158+26.2% | $6,507+19.4% |
| Admin fee / account holder | $640 | $17,272-96.3% | $14,255-95.5% | $12,624-94.9% |