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 | $81,744 | $109,881-25.6% | $150,045-45.5% | $84,808-3.6% |
| Participation rate | 78.9% | 76.1%+2.9pp | 82.3%-3.4pp | 68.3%+10.6pp |
| Annual return | 18.09% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,642 | $3,561+30.4% | $4,693-1.1% | $2,631+76.5% |
| Participant deferral / active EE | $8,951 | $6,636+34.9% | $7,997+11.9% | $4,212+112.5% |
| Admin fee / account holder | $2,204 | $8,568-74.3% | $13,435-83.6% | $7,344-70.0% |