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 4-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 | $57,001 | $80,673-29.3% | $101,326-43.7% | $84,808-32.8% |
| Participation rate | 95.6% | 77.8%+17.8pp | 81.5%+14.1pp | 68.3%+27.2pp |
| Annual return | 20.91% | 38.95%-18.0pp | 36.82%-15.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $4,785 | $2,698+77.4% | $3,665+30.5% | $2,631+81.9% |
| Participant deferral / active EE | $10,118 | $6,840+47.9% | $7,994+26.6% | $4,212+140.2% |
| Admin fee / account holder | $2,280 | $12,784-82.2% | $11,185-79.6% | $7,344-68.9% |