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 | $51,635 | $123,793-58.3% | $177,821-71.0% | $79,858-35.3% |
| Participation rate | 88.5% | 84.7%+3.8pp | 87.7%+0.7pp | 69.6%+18.8pp |
| Annual return | 12.65% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $7,013 | $4,095+71.2% | $5,918+18.5% | $2,471+183.8% |
| Participant deferral / active EE | $6,619 | $5,956+11.1% | $7,714-14.2% | $3,740+77.0% |
| Admin fee / account holder | $5,537 | $7,243-23.5% | $12,427-55.4% | $5,306+4.4% |