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 | $65,244 | $95,803-31.9% | $113,168-42.3% | $84,808-23.1% |
| Participation rate | 81.3% | 72.9%+8.4pp | 76.6%+4.7pp | 68.3%+12.9pp |
| Annual return | 16.48% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,108 | $2,360+31.7% | $2,975+4.4% | $2,631+18.1% |
| Participant deferral / active EE | $6,636 | $4,242+56.4% | $5,107+29.9% | $4,212+57.6% |
| Admin fee / account holder | $3,368 | $8,989-62.5% | $12,068-72.1% | $7,344-54.1% |