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 | $72,985 | $138,347-47.2% | $184,203-60.4% | $80,856-9.7% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.6%+26.6pp |
| Annual return | 13.73% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,668 | $4,850-24.4% | $6,427-42.9% | $2,755+33.2% |
| Participant deferral / active EE | $9,000 | $7,071+27.3% | $9,131-1.4% | $4,296+109.5% |
| Admin fee / account holder | $8,839 | $10,483-15.7% | $13,901-36.4% | $6,918+27.8% |