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 | $56,665 | $78,422-27.7% | $95,952-40.9% | $79,858-29.0% |
| Participation rate | 88.3% | 73.5%+14.8pp | 77.1%+11.2pp | 69.6%+18.7pp |
| Annual return | 13.21% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,619 | $1,945-16.8% | $2,541-36.3% | $2,471-34.5% |
| Participant deferral / active EE | $3,644 | $3,440+5.9% | $4,167-12.6% | $3,740-2.6% |
| Admin fee / account holder | $1,519 | $5,622-73.0% | $6,795-77.6% | $5,306-71.4% |