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 | $67,956 | $86,929-21.8% | $102,423-33.7% | $80,856-16.0% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 20.48% | 18.88%+1.6pp | 29.32%-8.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,509 | $2,369-36.3% | $3,023-50.1% | $2,755-45.2% |
| Participant deferral / active EE | $2,894 | $4,118-29.7% | $5,053-42.7% | $4,296-32.6% |
| Admin fee / account holder | $314 | $8,049-96.1% | $9,451-96.7% | $6,918-95.5% |