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 | $85,587 | $80,968+5.7% | $96,544-11.3% | $75,163+13.9% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 21.18% | 27.06%-5.9pp | 25.84%-4.7pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,545 | $2,282+11.6% | $2,965-14.1% | $2,670-4.7% |
| Participant deferral / active EE | $6,252 | $3,928+59.2% | $4,851+28.9% | $4,125+51.6% |
| Admin fee / account holder | $5,638 | $6,724-16.2% | $8,252-31.7% | $5,651-0.2% |