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 | $56,903 | $106,515-46.6% | $96,683-41.1% | $139,434-59.2% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 16.60% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,140 | $4,103-23.5% | $3,737-16.0% | $4,751-33.9% |
| Participant deferral / active EE | $8,866 | $5,454+62.6% | $4,878+81.8% | $6,710+32.1% |
| Admin fee / account holder | $1,963 | $7,877-75.1% | $6,730-70.8% | $11,403-82.8% |