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 9-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 | $33,364 | $80,968-58.8% | $96,544-65.4% | $75,163-55.6% |
| Participation rate | 81.1% | 71.8%+9.3pp | 76.0%+5.1pp | 67.2%+13.9pp |
| Annual return | 21.42% | 27.06%-5.6pp | 25.84%-4.4pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,986 | $2,282-13.0% | $2,965-33.0% | $2,670-25.6% |
| Participant deferral / active EE | $5,205 | $3,928+32.5% | $4,851+7.3% | $4,125+26.2% |
| Admin fee / account holder | $845 | $6,724-87.4% | $8,252-89.8% | $5,651-85.1% |