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 | $66,651 | $163,101-59.1% | $136,749-51.3% | $142,382-53.2% |
| Participation rate | 81.8% | 78.2%+3.6pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 10.23% | 27.54%-17.3pp | 24.33%-14.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $4,622 | $4,117+12.3% | $3,400+36.0% | $4,299+7.5% |
| Participant deferral / active EE | $9,643 | $5,585+72.7% | $4,692+105.5% | $6,507+48.2% |
| Admin fee / account holder | $4,679 | $14,318-67.3% | $11,386-58.9% | $12,624-62.9% |