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 9-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 | $77,577 | $148,978-47.9% | $200,582-61.3% | $84,808-8.5% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 26.94% | 28.16%-1.2pp | 42.33%-15.4pp | 40.90%-14.0pp |
| Employer contribution / active EE | $4,571 | $4,815-5.1% | $6,419-28.8% | $2,631+73.8% |
| Participant deferral / active EE | $13,617 | $7,142+90.7% | $9,331+45.9% | $4,212+223.3% |
| Admin fee / account holder | $467 | $13,977-96.7% | $16,305-97.1% | $7,344-93.6% |