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 | $64,360 | $81,248-20.8% | $155,509-58.6% | $80,856-20.4% |
| Participation rate | 75.9% | 66.2%+9.7pp | 78.2%-2.3pp | 67.6%+8.3pp |
| Annual return | 20.23% | 33.31%-13.1pp | 64.67%-44.4pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,435 | $3,100-21.5% | $4,672-47.9% | $2,755-11.6% |
| Participant deferral / active EE | $4,375 | $3,452+26.8% | $5,626-22.2% | $4,296+1.8% |
| Admin fee / account holder | $3,822 | $7,997-52.2% | $15,912-76.0% | $6,918-44.8% |