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 | $87,327 | $80,717+8.2% | $154,803-43.6% | $84,808+3.0% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 64.40% | 37.96%+26.4pp | 58.88%+5.5pp | 40.90%+23.5pp |
| Employer contribution / active EE | $1,475 | $2,761-46.6% | $4,305-65.7% | $2,631-44.0% |
| Participant deferral / active EE | $5,854 | $3,303+77.2% | $5,540+5.7% | $4,212+39.0% |
| Admin fee / account holder | $875 | $6,746-87.0% | $14,329-93.9% | $7,344-88.1% |