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 | $58,288 | $80,673-27.7% | $101,326-42.5% | $84,808-31.3% |
| Participation rate | 74.4% | 77.8%-3.4pp | 81.5%-7.1pp | 68.3%+6.1pp |
| Annual return | 20.15% | 38.95%-18.8pp | 36.82%-16.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,713 | $2,698-36.5% | $3,665-53.3% | $2,631-34.9% |
| Participant deferral / active EE | $11,323 | $6,840+65.5% | $7,994+41.6% | $4,212+168.8% |
| Admin fee / account holder | $6,113 | $12,784-52.2% | $11,185-45.3% | $7,344-16.8% |