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 7-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 | $72,570 | $80,717-10.1% | $154,803-53.1% | $84,808-14.4% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.1pp | 68.3%+18.9pp |
| Annual return | 23.07% | 37.96%-14.9pp | 58.88%-35.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,476 | $2,761-10.3% | $4,305-42.5% | $2,631-5.9% |
| Participant deferral / active EE | $5,190 | $3,303+57.1% | $5,540-6.3% | $4,212+23.2% |
| Admin fee / account holder | $4,525 | $6,746-32.9% | $14,329-68.4% | $7,344-38.4% |