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 | $42,297 | $109,413-61.3% | $156,263-72.9% | $84,808-50.1% |
| Participation rate | 71.4% | 72.7%-1.3pp | 78.9%-7.5pp | 68.3%+3.1pp |
| Annual return | 21.10% | 20.18%+0.9pp | 59.47%-38.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,808 | $2,907-3.4% | $4,333-35.2% | $2,631+6.7% |
| Participant deferral / active EE | $6,583 | $4,590+43.4% | $6,158+6.9% | $4,212+56.3% |
| Admin fee / account holder | $4,826 | $9,357-48.4% | $14,255-66.1% | $7,344-34.3% |