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 | $66,939 | $162,781-58.9% | $133,956-50.0% | $158,922-57.9% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 12.85% | 41.94%-29.1pp | 45.09%-32.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,464 | $4,975-70.6% | $3,919-62.7% | $4,761-69.3% |
| Participant deferral / active EE | $6,126 | $5,911+3.6% | $5,048+21.4% | $5,982+2.4% |
| Admin fee / account holder | $7,338 | $11,736-37.5% | $8,927-17.8% | $11,246-34.7% |