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 | $40,684 | $95,803-57.5% | $113,168-64.0% | $84,808-52.0% |
| Participation rate | 70.1% | 72.9%-2.7pp | 76.6%-6.4pp | 68.3%+1.8pp |
| Annual return | 37.54% | 25.00%+12.5pp | 24.27%+13.3pp | 40.90%-3.4pp |
| Employer contribution / active EE | $3,878 | $2,360+64.3% | $2,975+30.3% | $2,631+47.4% |
| Participant deferral / active EE | $6,447 | $4,242+52.0% | $5,107+26.2% | $4,212+53.1% |
| Admin fee / account holder | $1,846 | $8,989-79.5% | $12,068-84.7% | $7,344-74.9% |