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 | $73,296 | $73,933-0.9% | $96,683-24.2% | $75,163-2.5% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 14.23% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $8,598 | $2,928+193.7% | $3,737+130.1% | $2,670+222.0% |
| Participant deferral / active EE | $5,837 | $3,659+59.5% | $4,878+19.7% | $4,125+41.5% |
| Admin fee / account holder | $8,387 | $5,216+60.8% | $6,730+24.6% | $5,651+48.4% |