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 | $73,175 | $95,803-23.6% | $113,168-35.3% | $84,808-13.7% |
| Participation rate | 88.7% | 72.9%+15.8pp | 76.6%+12.1pp | 68.3%+20.3pp |
| Annual return | 23.55% | 25.00%-1.4pp | 24.27%-0.7pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,894 | $2,360+65.0% | $2,975+30.9% | $2,631+48.0% |
| Participant deferral / active EE | $10,984 | $4,242+158.9% | $5,107+115.1% | $4,212+160.8% |
| Admin fee / account holder | $774 | $8,989-91.4% | $12,068-93.6% | $7,344-89.5% |