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 6-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 | $62,816 | $110,257-43.0% | $96,544-34.9% | $139,434-54.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 10.65% | 26.32%-15.7pp | 25.84%-15.2pp | 372.94%-362.3pp |
| Employer contribution / active EE | $7,036 | $3,620+94.4% | $2,965+137.3% | $4,751+48.1% |
| Participant deferral / active EE | $5,865 | $5,548+5.7% | $4,851+20.9% | $6,710-12.6% |
| Admin fee / account holder | $2,020 | $11,591-82.6% | $8,252-75.5% | $11,403-82.3% |