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 6-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 | $87,486 | $57,541+52.0% | $95,745-8.6% | $75,163+16.4% |
| Participation rate | 78.4% | 62.5%+15.9pp | 72.3%+6.1pp | 67.2%+11.2pp |
| Annual return | 19.40% | 34.93%-15.5pp | 28.35%-9.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,793 | $3,074+153.5% | $4,245+83.6% | $4,125+88.9% |
| Admin fee / account holder | $6,769 | $4,099+65.2% | $5,678+19.2% | $5,651+19.8% |