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 | $76,727 | $68,719+11.7% | $91,541-16.2% | $84,808-9.5% |
| Participation rate | 92.3% | 64.5%+27.8pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 17.15% | 19.12%-2.0pp | 20.50%-3.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,613 | $1,920+36.1% | $2,505+4.3% | $2,631-0.7% |
| Participant deferral / active EE | $6,154 | $3,136+96.3% | $4,008+53.5% | $4,212+46.1% |
| Admin fee / account holder | $1,128 | $5,786-80.5% | $6,956-83.8% | $7,344-84.6% |