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 10-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 | $40,276 | $65,365-38.4% | $92,893-56.6% | $72,985-44.8% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.0%+17.3pp | 69.5%+23.8pp |
| Annual return | 24.31% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,612 | $2,594+39.2% | $3,653-1.1% | $2,440+48.0% |
| Participant deferral / active EE | $7,202 | $3,128+130.2% | $4,236+70.0% | $3,607+99.7% |
| Admin fee / account holder | $420 | $4,251-90.1% | $5,794-92.8% | $5,124-91.8% |