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 | $74,979 | $86,286-13.1% | $111,297-32.6% | $85,850-12.7% |
| Participation rate | 79.3% | 73.3%+6.0pp | 77.3%+2.0pp | 69.3%+10.0pp |
| Annual return | 15.44% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,545 | $2,043+24.5% | $2,731-6.8% | $2,565-0.8% |
| Participant deferral / active EE | $8,749 | $3,641+140.3% | $4,487+95.0% | $3,952+121.4% |
| Admin fee / account holder | $2,333 | $8,188-71.5% | $7,964-70.7% | $6,260-62.7% |