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 7-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 | $83,622 | $127,065-34.2% | $113,168-26.1% | $142,382-41.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 17.96% | 24.03%-6.1pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,277 | $3,442-4.8% | $2,975+10.1% | $4,299-23.8% |
| Participant deferral / active EE | $10,097 | $5,716+76.6% | $5,107+97.7% | $6,507+55.2% |
| Admin fee / account holder | $674 | $15,736-95.7% | $12,068-94.4% | $12,624-94.7% |