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 | $72,775 | $138,347-47.4% | $184,203-60.5% | $80,856-10.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.6%+21.3pp |
| Annual return | 19.63% | 20.02%-0.4pp | 28.81%-9.2pp | 35.59%-16.0pp |
| Employer contribution / active EE | $6,407 | $4,850+32.1% | $6,427-0.3% | $2,755+132.6% |
| Participant deferral / active EE | $11,599 | $7,071+64.0% | $9,131+27.0% | $4,296+170.0% |
| Admin fee / account holder | $1,647 | $10,483-84.3% | $13,901-88.1% | $6,918-76.2% |