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 7-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 | $64,071 | $93,170-31.2% | $100,534-36.3% | $84,808-24.5% |
| Participation rate | 74.5% | 75.8%-1.3pp | 80.6%-6.1pp | 68.3%+6.2pp |
| Annual return | 26.89% | 47.13%-20.2pp | 32.66%-5.8pp | 40.90%-14.0pp |
| Employer contribution / active EE | $3,457 | $3,985-13.3% | $4,346-20.5% | $2,631+31.4% |
| Participant deferral / active EE | $6,878 | $5,699+20.7% | $6,144+11.9% | $4,212+63.3% |
| Admin fee / account holder | $3,253 | $7,382-55.9% | $7,654-57.5% | $7,344-55.7% |