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 | $69,093 | $71,050-2.8% | $93,606-26.2% | $80,856-14.5% |
| Participation rate | 95.7% | 60.4%+35.3pp | 68.7%+27.0pp | 67.6%+28.1pp |
| Annual return | 14.42% | 11.26%+3.2pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,722 | $1,564+138.1% | $2,420+53.8% | $2,755+35.1% |
| Participant deferral / active EE | $2,421 | $4,034-40.0% | $4,411-45.1% | $4,296-43.7% |
| Admin fee / account holder | $1,339 | $6,945-80.7% | $8,285-83.8% | $6,918-80.6% |