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 3-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 | $43,872 | $49,915-12.1% | $154,803-71.7% | $74,304-41.0% |
| Participation rate | 73.6% | 54.0%+19.7pp | 78.1%-4.4pp | 60.3%+13.3pp |
| Annual return | 25.67% | 34.06%-8.4pp | 58.88%-33.2pp | 29.43%-3.8pp |
| Employer contribution / active EE | $5,957 | $1,611+269.7% | $4,305+38.4% | $2,241+165.8% |
| Participant deferral / active EE | $5,872 | $2,255+160.4% | $5,540+6.0% | $3,767+55.9% |
| Admin fee / account holder | $606 | $2,189-72.3% | $14,329-95.8% | $2,969-79.6% |