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 | $83,335 | $68,719+21.3% | $91,541-9.0% | $84,808-1.7% |
| Participation rate | 86.4% | 64.5%+21.9pp | 69.8%+16.6pp | 68.3%+18.1pp |
| Annual return | 18.11% | 19.12%-1.0pp | 20.50%-2.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,499 | $1,920+134.4% | $2,505+79.6% | $2,631+71.0% |
| Participant deferral / active EE | $8,138 | $3,136+159.5% | $4,008+103.0% | $4,212+93.2% |
| Admin fee / account holder | $5,457 | $5,786-5.7% | $6,956-21.6% | $7,344-25.7% |