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 | $65,493 | $77,503-15.5% | $100,391-34.8% | $80,856-19.0% |
| Participation rate | 78.4% | 76.9%+1.4pp | 81.5%-3.1pp | 67.6%+10.7pp |
| Annual return | 16.77% | 37.20%-20.4pp | 49.20%-32.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,771 | $2,801-36.8% | $3,942-55.1% | $2,755-35.7% |
| Participant deferral / active EE | $7,239 | $6,820+6.1% | $8,082-10.4% | $4,296+68.5% |
| Admin fee / account holder | $4,412 | $5,897-25.2% | $7,899-44.2% | $6,918-36.2% |