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 | $61,841 | $106,584-42.0% | $101,326-39.0% | $142,382-56.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 24.60% | 36.93%-12.3pp | 36.82%-12.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,298 | $3,956-16.6% | $3,665-10.0% | $4,299-23.3% |
| Participant deferral / active EE | $9,809 | $8,297+18.2% | $7,994+22.7% | $6,507+50.7% |
| Admin fee / account holder | $1,736 | $11,446-84.8% | $11,185-84.5% | $12,624-86.2% |