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 | $66,539 | $109,881-39.4% | $150,045-55.7% | $84,808-21.5% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 15.97% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,082 | $3,561-69.6% | $4,693-77.0% | $2,631-58.9% |
| Participant deferral / active EE | $8,910 | $6,636+34.3% | $7,997+11.4% | $4,212+111.6% |
| Admin fee / account holder | $8,734 | $8,568+1.9% | $13,435-35.0% | $7,344+18.9% |