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 3-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 | $66,541 | $89,753-25.9% | $107,525-38.1% | $84,808-21.5% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 18.24% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,565 | $3,113+14.5% | $3,754-5.0% | $2,631+35.5% |
| Participant deferral / active EE | $6,289 | $4,056+55.1% | $5,116+22.9% | $4,212+49.3% |
| Admin fee / account holder | $2,108 | $7,222-70.8% | $8,919-76.4% | $7,344-71.3% |