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 | $82,684 | $68,719+20.3% | $91,541-9.7% | $84,808-2.5% |
| Participation rate | 83.9% | 64.5%+19.4pp | 69.8%+14.1pp | 68.3%+15.6pp |
| Annual return | 16.49% | 19.12%-2.6pp | 20.50%-4.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,129 | $1,920+63.0% | $2,505+24.9% | $2,631+18.9% |
| Participant deferral / active EE | $8,475 | $3,136+170.3% | $4,008+111.5% | $4,212+101.2% |
| Admin fee / account holder | $2,657 | $5,786-54.1% | $6,956-61.8% | $7,344-63.8% |