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 | $85,156 | $106,515-20.1% | $96,683-11.9% | $139,434-38.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 14.80% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,310 | $4,103-19.3% | $3,737-11.4% | $4,751-30.3% |
| Participant deferral / active EE | $11,234 | $5,454+106.0% | $4,878+130.3% | $6,710+67.4% |
| Admin fee / account holder | $19,441 | $7,877+146.8% | $6,730+188.9% | $11,403+70.5% |