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 5-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 | $81,472 | $127,065-35.9% | $113,168-28.0% | $142,382-42.8% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 19.66% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,729 | $3,442+37.4% | $2,975+59.0% | $4,299+10.0% |
| Participant deferral / active EE | $9,209 | $5,716+61.1% | $5,107+80.3% | $6,507+41.5% |
| Admin fee / account holder | $1,448 | $15,736-90.8% | $12,068-88.0% | $12,624-88.5% |