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 9-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 | $81,401 | $138,562-41.3% | $246,525-67.0% | $116,875-30.4% |
| Participation rate | 93.5% | 72.8%+20.7pp | 82.0%+11.6pp | 74.5%+19.0pp |
| Annual return | 13.04% | 16.14%-3.1pp | 0.46%+12.6pp | 16.29%-3.3pp |
| Employer contribution / active EE | $2,938 | $4,835-39.2% | $7,467-60.6% | $3,288-10.6% |
| Participant deferral / active EE | $8,297 | $4,207+97.2% | $5,422+53.0% | $3,885+113.6% |
| Admin fee / account holder | $2,428 | $18,110-86.6% | $16,551-85.3% | $12,263-80.2% |