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 | $69,261 | $60,022+15.4% | $88,946-22.1% | $84,808-18.3% |
| Participation rate | 88.0% | 57.8%+30.2pp | 68.8%+19.2pp | 68.3%+19.7pp |
| Annual return | 17.91% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,983 | $1,703+192.6% | $2,555+95.0% | $2,631+89.4% |
| Participant deferral / active EE | $7,474 | $3,114+140.0% | $4,581+63.1% | $4,212+77.5% |
| Admin fee / account holder | $1,272 | $4,811-73.6% | $8,261-84.6% | $7,344-82.7% |