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 9-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 | $74,728 | $95,803-22.0% | $113,168-34.0% | $84,808-11.9% |
| Participation rate | 83.8% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.5pp |
| Annual return | 14.84% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $7,950 | $2,360+236.9% | $2,975+167.2% | $2,631+202.2% |
| Participant deferral / active EE | $5,509 | $4,242+29.9% | $5,107+7.9% | $4,212+30.8% |
| Admin fee / account holder | $1,662 | $8,989-81.5% | $12,068-86.2% | $7,344-77.4% |