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 | $71,427 | $95,803-25.4% | $113,168-36.9% | $84,808-15.8% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 37.33% | 25.00%+12.3pp | 24.27%+13.1pp | 40.90%-3.6pp |
| Employer contribution / active EE | $3,748 | $2,360+58.8% | $2,975+26.0% | $2,631+42.5% |
| Participant deferral / active EE | $7,639 | $4,242+80.1% | $5,107+49.6% | $4,212+81.4% |
| Admin fee / account holder | $2,207 | $8,989-75.5% | $12,068-81.7% | $7,344-70.0% |