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 | $87,161 | $138,347-37.0% | $184,203-52.7% | $80,856+7.8% |
| Participation rate | 72.2% | 83.9%-11.6pp | 86.8%-14.6pp | 67.6%+4.6pp |
| Annual return | 21.08% | 20.02%+1.1pp | 28.81%-7.7pp | 35.59%-14.5pp |
| Employer contribution / active EE | $5,893 | $4,850+21.5% | $6,427-8.3% | $2,755+113.9% |
| Participant deferral / active EE | $12,339 | $7,071+74.5% | $9,131+35.1% | $4,296+187.2% |
| Admin fee / account holder | $4,704 | $10,483-55.1% | $13,901-66.2% | $6,918-32.0% |