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 | $70,665 | $109,413-35.4% | $156,263-54.8% | $84,808-16.7% |
| Participation rate | 79.5% | 72.7%+6.9pp | 78.9%+0.6pp | 68.3%+11.2pp |
| Annual return | 15.62% | 20.18%-4.6pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,618 | $2,907-9.9% | $4,333-39.6% | $2,631-0.5% |
| Participant deferral / active EE | $4,738 | $4,590+3.2% | $6,158-23.1% | $4,212+12.5% |
| Admin fee / account holder | $3,031 | $9,357-67.6% | $14,255-78.7% | $7,344-58.7% |