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 | $72,580 | $95,803-24.2% | $113,168-35.9% | $84,808-14.4% |
| Participation rate | 97.1% | 72.9%+24.2pp | 76.6%+20.5pp | 68.3%+28.7pp |
| Annual return | 23.59% | 25.00%-1.4pp | 24.27%-0.7pp | 40.90%-17.3pp |
| Employer contribution / active EE | $8,264 | $2,360+250.2% | $2,975+177.7% | $2,631+214.1% |
| Participant deferral / active EE | $10,781 | $4,242+154.1% | $5,107+111.1% | $4,212+156.0% |
| Admin fee / account holder | $4,935 | $8,989-45.1% | $12,068-59.1% | $7,344-32.8% |