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 3-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 | $119,601 | $238,490-49.9% | $180,183-33.6% | $142,382-16.0% |
| Participation rate | 84.2% | 82.3%+1.9pp | 77.4%+6.8pp | 80.1%+4.1pp |
| Annual return | 19.57% | 33.56%-14.0pp | 27.86%-8.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,587 | $6,143-9.1% | $5,039+10.9% | $4,299+29.9% |
| Participant deferral / active EE | $9,242 | $7,996+15.6% | $6,822+35.5% | $6,507+42.0% |
| Admin fee / account holder | $1,247 | $28,866-95.7% | $19,975-93.8% | $12,624-90.1% |