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 3-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 | $66,350 | $77,503-14.4% | $100,391-33.9% | $80,856-17.9% |
| Participation rate | 90.6% | 76.9%+13.7pp | 81.5%+9.1pp | 67.6%+23.0pp |
| Annual return | 13.82% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,217 | $2,801+86.3% | $3,942+32.3% | $2,755+89.4% |
| Participant deferral / active EE | $10,455 | $6,820+53.3% | $8,082+29.4% | $4,296+143.4% |
| Admin fee / account holder | $2,151 | $5,897-63.5% | $7,899-72.8% | $6,918-68.9% |