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 | $56,151 | $86,929-35.4% | $102,423-45.2% | $80,856-30.6% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.9pp |
| Annual return | 24.55% | 18.88%+5.7pp | 29.32%-4.8pp | 35.59%-11.0pp |
| Employer contribution / active EE | $3,040 | $2,369+28.3% | $3,023+0.5% | $2,755+10.3% |
| Participant deferral / active EE | $9,451 | $4,118+129.5% | $5,053+87.0% | $4,296+120.0% |
| Admin fee / account holder | $4,454 | $8,049-44.7% | $9,451-52.9% | $6,918-35.6% |