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 8-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 | $38,650 | $70,475-45.2% | $100,516-61.5% | $79,858-51.6% |
| Participation rate | 95.5% | 73.7%+21.8pp | 79.4%+16.1pp | 69.6%+25.8pp |
| Annual return | 22.17% | 21.90%+0.3pp | 30.89%-8.7pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,901 | $2,165+34.0% | $3,418-15.1% | $2,471+17.4% |
| Participant deferral / active EE | $9,184 | $5,181+77.3% | $6,270+46.5% | $3,740+145.6% |
| Admin fee / account holder | $2,518 | $4,478-43.8% | $8,081-68.8% | $5,306-52.5% |