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 | $41,543 | $81,460-49.0% | $103,333-59.8% | $80,856-48.6% |
| Participation rate | 81.3% | 66.8%+14.4pp | 74.5%+6.7pp | 67.6%+13.6pp |
| Annual return | 19.05% | 25.55%-6.5pp | 24.88%-5.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,977 | $3,105-4.1% | $3,868-23.0% | $2,755+8.1% |
| Participant deferral / active EE | $6,551 | $3,869+69.3% | $5,057+29.5% | $4,296+52.5% |
| Admin fee / account holder | $2,956 | $6,566-55.0% | $8,355-64.6% | $6,918-57.3% |