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 | $118,676 | $148,978-20.3% | $200,582-40.8% | $84,808+39.9% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 45.78% | 28.16%+17.6pp | 42.33%+3.4pp | 40.90%+4.9pp |
| Employer contribution / active EE | $4,766 | $4,815-1.0% | $6,419-25.8% | $2,631+81.1% |
| Participant deferral / active EE | $11,958 | $7,142+67.4% | $9,331+28.2% | $4,212+183.9% |
| Admin fee / account holder | $1,808 | $13,977-87.1% | $16,305-88.9% | $7,344-75.4% |