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 6-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 | $93,754 | $81,460+15.1% | $103,333-9.3% | $80,856+16.0% |
| Participation rate | 84.6% | 66.8%+17.8pp | 74.5%+10.1pp | 67.6%+17.0pp |
| Annual return | 17.93% | 25.55%-7.6pp | 24.88%-7.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,358 | $3,105-24.1% | $3,868-39.0% | $2,755-14.4% |
| Participant deferral / active EE | $5,358 | $3,869+38.5% | $5,057+5.9% | $4,296+24.7% |
| Admin fee / account holder | $906 | $6,566-86.2% | $8,355-89.2% | $6,918-86.9% |