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 4-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 | $83,575 | $127,065-34.2% | $113,168-26.1% | $142,382-41.3% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 21.88% | 24.03%-2.2pp | 24.27%-2.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,067 | $3,442-10.9% | $2,975+3.1% | $4,299-28.7% |
| Participant deferral / active EE | $5,798 | $5,716+1.4% | $5,107+13.5% | $6,507-10.9% |
| Admin fee / account holder | $6,333 | $15,736-59.8% | $12,068-47.5% | $12,624-49.8% |