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 | $60,734 | $95,803-36.6% | $113,168-46.3% | $84,808-28.4% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 24.44% | 25.00%-0.6pp | 24.27%+0.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,820 | $2,360+61.9% | $2,975+28.4% | $2,631+45.2% |
| Participant deferral / active EE | $8,585 | $4,242+102.4% | $5,107+68.1% | $4,212+103.8% |
| Admin fee / account holder | $1,863 | $8,989-79.3% | $12,068-84.6% | $7,344-74.6% |