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 | $52,362 | $80,968-35.3% | $96,544-45.8% | $75,163-30.3% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 27.52% | 27.06%+0.5pp | 25.84%+1.7pp | 160.62%-133.1pp |
| Employer contribution / active EE | $3,552 | $2,282+55.7% | $2,965+19.8% | $2,670+33.0% |
| Participant deferral / active EE | $8,989 | $3,928+128.8% | $4,851+85.3% | $4,125+117.9% |
| Admin fee / account holder | $1,143 | $6,724-83.0% | $8,252-86.2% | $5,651-79.8% |