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 | $73,156 | $86,929-15.8% | $102,423-28.6% | $80,856-9.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 15.87% | 18.88%-3.0pp | 29.32%-13.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,810 | $2,369+18.6% | $3,023-7.1% | $2,755+2.0% |
| Participant deferral / active EE | $6,945 | $4,118+68.6% | $5,053+37.5% | $4,296+61.7% |
| Admin fee / account holder | $2,019 | $8,049-74.9% | $9,451-78.6% | $6,918-70.8% |