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 | $61,767 | $101,724-39.3% | $164,813-62.5% | $80,856-23.6% |
| Participation rate | 86.2% | 71.8%+14.4pp | 78.6%+7.6pp | 67.6%+18.6pp |
| Annual return | 31.03% | 16.72%+14.3pp | 69.93%-38.9pp | 35.59%-4.6pp |
| Employer contribution / active EE | $3,390 | $2,953+14.8% | $4,341-21.9% | $2,755+23.1% |
| Participant deferral / active EE | $7,269 | $4,477+62.4% | $6,031+20.5% | $4,296+69.2% |
| Admin fee / account holder | $3,910 | $8,227-52.5% | $12,690-69.2% | $6,918-43.5% |