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 | $77,411 | $214,378-63.9% | $200,582-61.4% | $142,382-45.6% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 13.95% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,661 | $6,841-31.9% | $6,419-27.4% | $4,299+8.4% |
| Participant deferral / active EE | $12,666 | $9,865+28.4% | $9,331+35.7% | $6,507+94.6% |
| Admin fee / account holder | $13,744 | $17,692-22.3% | $16,305-15.7% | $12,624+8.9% |