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 | $35,671 | $57,016-37.4% | $84,966-58.0% | $80,856-55.9% |
| Participation rate | 89.2% | 56.3%+32.8pp | 67.5%+21.7pp | 67.6%+21.6pp |
| Annual return | 11.95% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,193 | $1,798+22.0% | $2,727-19.6% | $2,755-20.4% |
| Participant deferral / active EE | $3,450 | $3,110+10.9% | $4,519-23.7% | $4,296-19.7% |
| Admin fee / account holder | $619 | $4,980-87.6% | $6,149-89.9% | $6,918-91.1% |