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 | $69,186 | $80,673-14.2% | $101,326-31.7% | $84,808-18.4% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 19.37% | 38.95%-19.6pp | 36.82%-17.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,524 | $2,698-6.4% | $3,665-31.1% | $2,631-4.1% |
| Participant deferral / active EE | $7,638 | $6,840+11.7% | $7,994-4.4% | $4,212+81.4% |
| Admin fee / account holder | $20,589 | $12,784+61.1% | $11,185+84.1% | $7,344+180.4% |