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 | $23,221 | $63,764-63.6% | $81,930-71.7% | $79,858-70.9% |
| Participation rate | 70.8% | 67.5%+3.3pp | 72.0%-1.2pp | 69.6%+1.2pp |
| Annual return | 30.26% | 22.66%+7.6pp | 29.49%+0.8pp | 31.71%-1.5pp |
| Employer contribution / active EE | $2,754 | $1,795+53.4% | $4,310-36.1% | $2,471+11.5% |
| Participant deferral / active EE | $4,972 | $2,780+78.8% | $7,107-30.0% | $3,740+32.9% |
| Admin fee / account holder | $2,014 | $4,426-54.5% | $5,158-61.0% | $5,306-62.0% |