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 4-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 | $74,199 | $210,408-64.7% | $153,485-51.7% | $145,922-49.2% |
| Participation rate | 89.5% | 82.1%+7.4pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 12.87% | 13.37%-0.5pp | 15.65%-2.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,211 | $6,048-13.8% | $5,039+3.4% | $4,660+11.8% |
| Participant deferral / active EE | $11,471 | $7,975+43.8% | $6,757+69.8% | $6,688+71.5% |
| Admin fee / account holder | $546 | $19,419-97.2% | $12,724-95.7% | $13,397-95.9% |