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 | $95,230 | $74,927+27.1% | $101,794-6.4% | $84,808+12.3% |
| Participation rate | 82.1% | 61.4%+20.7pp | 69.2%+13.0pp | 68.3%+13.8pp |
| Annual return | 15.18% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,341 | $1,522+119.6% | $2,289+46.0% | $2,631+27.0% |
| Participant deferral / active EE | $4,372 | $3,099+41.1% | $4,084+7.0% | $4,212+3.8% |
| Admin fee / account holder | $3,816 | $6,514-41.4% | $8,777-56.5% | $7,344-48.0% |