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 4-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 | $66,783 | $93,170-28.3% | $100,534-33.6% | $84,808-21.3% |
| Participation rate | 81.7% | 75.8%+5.8pp | 80.6%+1.1pp | 68.3%+13.4pp |
| Annual return | 19.61% | 47.13%-27.5pp | 32.66%-13.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $4,630 | $3,985+16.2% | $4,346+6.5% | $2,631+76.0% |
| Participant deferral / active EE | $11,747 | $5,699+106.1% | $6,144+91.2% | $4,212+178.9% |
| Admin fee / account holder | $10,462 | $7,382+41.7% | $7,654+36.7% | $7,344+42.5% |