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 6-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 | $57,147 | $109,881-48.0% | $150,045-61.9% | $84,808-32.6% |
| Participation rate | 76.2% | 76.1%+0.1pp | 82.3%-6.1pp | 68.3%+7.9pp |
| Annual return | 21.56% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $4,129 | $3,561+16.0% | $4,693-12.0% | $2,631+57.0% |
| Participant deferral / active EE | $8,568 | $6,636+29.1% | $7,997+7.1% | $4,212+103.4% |
| Admin fee / account holder | $3,826 | $8,568-55.4% | $13,435-71.5% | $7,344-47.9% |