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 | $56,720 | $89,753-36.8% | $107,525-47.2% | $84,808-33.1% |
| Participation rate | 74.6% | 68.1%+6.5pp | 75.1%-0.5pp | 68.3%+6.3pp |
| Annual return | 20.52% | 29.48%-9.0pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,664 | $3,113-14.4% | $3,754-29.0% | $2,631+1.3% |
| Participant deferral / active EE | $6,391 | $4,056+57.6% | $5,116+24.9% | $4,212+51.8% |
| Admin fee / account holder | $2,158 | $7,222-70.1% | $8,919-75.8% | $7,344-70.6% |