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 4-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 | $77,069 | $80,673-4.5% | $101,326-23.9% | $84,808-9.1% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 27.17% | 38.95%-11.8pp | 36.82%-9.6pp | 40.90%-13.7pp |
| Employer contribution / active EE | $5,062 | $2,698+87.6% | $3,665+38.1% | $2,631+92.4% |
| Participant deferral / active EE | $9,385 | $6,840+37.2% | $7,994+17.4% | $4,212+122.8% |
| Admin fee / account holder | $3,482 | $12,784-72.8% | $11,185-68.9% | $7,344-52.6% |