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 7-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 | $66,006 | $179,726-63.3% | $156,263-57.8% | $142,382-53.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.73% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,872 | $5,069-23.6% | $4,333-10.6% | $4,299-9.9% |
| Participant deferral / active EE | $6,790 | $6,956-2.4% | $6,158+10.3% | $6,507+4.3% |
| Admin fee / account holder | $12,725 | $17,272-26.3% | $14,255-10.7% | $12,624+0.8% |