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 | $71,702 | $109,413-34.5% | $156,263-54.1% | $84,808-15.5% |
| Participation rate | 94.0% | 72.7%+21.3pp | 78.9%+15.1pp | 68.3%+25.7pp |
| Annual return | 15.56% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,795 | $2,907-3.8% | $4,333-35.5% | $2,631+6.2% |
| Participant deferral / active EE | $6,505 | $4,590+41.7% | $6,158+5.6% | $4,212+54.5% |
| Admin fee / account holder | $7,164 | $9,357-23.4% | $14,255-49.7% | $7,344-2.5% |