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 | $81,975 | $73,933+10.9% | $96,683-15.2% | $75,163+9.1% |
| Participation rate | 88.6% | 66.4%+22.1pp | 74.3%+14.2pp | 67.2%+21.4pp |
| Annual return | 14.42% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,664 | $2,928-9.0% | $3,737-28.7% | $2,670-0.2% |
| Participant deferral / active EE | $5,430 | $3,659+48.4% | $4,878+11.3% | $4,125+31.6% |
| Admin fee / account holder | $9,023 | $5,216+73.0% | $6,730+34.1% | $5,651+59.7% |