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 5-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 | $60,060 | $106,515-43.6% | $96,683-37.9% | $139,434-56.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 16.72% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,691 | $4,103-10.0% | $3,737-1.2% | $4,751-22.3% |
| Participant deferral / active EE | $7,965 | $5,454+46.0% | $4,878+63.3% | $6,710+18.7% |
| Admin fee / account holder | $2,754 | $7,877-65.0% | $6,730-59.1% | $11,403-75.8% |