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 | $79,895 | $80,673-1.0% | $101,326-21.2% | $84,808-5.8% |
| Participation rate | 97.3% | 77.8%+19.5pp | 81.5%+15.8pp | 68.3%+29.0pp |
| Annual return | 17.22% | 38.95%-21.7pp | 36.82%-19.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,402 | $2,698+63.2% | $3,665+20.1% | $2,631+67.3% |
| Participant deferral / active EE | $8,302 | $6,840+21.4% | $7,994+3.9% | $4,212+97.1% |
| Admin fee / account holder | $2,320 | $12,784-81.9% | $11,185-79.3% | $7,344-68.4% |