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 4-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 | $53,483 | $81,248-34.2% | $155,509-65.6% | $80,856-33.9% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 13.60% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,370 | $3,100-23.6% | $4,672-49.3% | $2,755-14.0% |
| Participant deferral / active EE | $7,757 | $3,452+124.7% | $5,626+37.9% | $4,296+80.6% |
| Admin fee / account holder | $8,033 | $7,997+0.4% | $15,912-49.5% | $6,918+16.1% |