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 | $43,345 | $109,881-60.6% | $150,045-71.1% | $84,808-48.9% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 16.31% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,767 | $3,561+5.8% | $4,693-19.7% | $2,631+43.2% |
| Participant deferral / active EE | $8,229 | $6,636+24.0% | $7,997+2.9% | $4,212+95.4% |
| Admin fee / account holder | $8,196 | $8,568-4.3% | $13,435-39.0% | $7,344+11.6% |