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 | $54,645 | $101,724-46.3% | $164,813-66.8% | $80,856-32.4% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 20.71% | 16.72%+4.0pp | 69.93%-49.2pp | 35.59%-14.9pp |
| Employer contribution / active EE | $6,571 | $2,953+122.5% | $4,341+51.4% | $2,755+138.5% |
| Participant deferral / active EE | $8,636 | $4,477+92.9% | $6,031+43.2% | $4,296+101.0% |
| Admin fee / account holder | $8,006 | $8,227-2.7% | $12,690-36.9% | $6,918+15.7% |