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 | $69,181 | $71,050-2.6% | $93,606-26.1% | $80,856-14.4% |
| Participation rate | 97.9% | 60.4%+37.5pp | 68.7%+29.2pp | 67.6%+30.2pp |
| Annual return | 20.17% | 11.26%+8.9pp | 133.20%-113.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $3,043 | $1,564+94.6% | $2,420+25.7% | $2,755+10.5% |
| Participant deferral / active EE | $5,646 | $4,034+40.0% | $4,411+28.0% | $4,296+31.4% |
| Admin fee / account holder | $5,303 | $6,945-23.6% | $8,285-36.0% | $6,918-23.3% |