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 9-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 | $77,293 | $95,803-19.3% | $113,168-31.7% | $84,808-8.9% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 19.09% | 25.00%-5.9pp | 24.27%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,108 | $2,360-10.7% | $2,975-29.1% | $2,631-19.9% |
| Participant deferral / active EE | $4,109 | $4,242-3.1% | $5,107-19.5% | $4,212-2.4% |
| Admin fee / account holder | $1,538 | $8,989-82.9% | $12,068-87.3% | $7,344-79.1% |