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 | $66,680 | $77,503-14.0% | $100,391-33.6% | $80,856-17.5% |
| Participation rate | 81.0% | 76.9%+4.0pp | 81.5%-0.5pp | 67.6%+13.3pp |
| Annual return | 16.04% | 37.20%-21.2pp | 49.20%-33.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,248 | $2,801+51.7% | $3,942+7.8% | $2,755+54.2% |
| Participant deferral / active EE | $13,829 | $6,820+102.8% | $8,082+71.1% | $4,296+221.9% |
| Admin fee / account holder | $3,483 | $5,897-40.9% | $7,899-55.9% | $6,918-49.7% |