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 | $59,337 | $102,605-42.2% | $145,661-59.3% | $84,808-30.0% |
| Participation rate | 81.3% | 74.3%+7.0pp | 77.2%+4.0pp | 68.3%+12.9pp |
| Annual return | 18.08% | 26.50%-8.4pp | 101.46%-83.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,001 | $3,325-9.7% | $4,238-29.2% | $2,631+14.1% |
| Participant deferral / active EE | $8,392 | $5,750+45.9% | $7,198+16.6% | $4,212+99.2% |
| Admin fee / account holder | $8,712 | $8,758-0.5% | $12,466-30.1% | $7,344+18.6% |