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 | $92,555 | $181,894-49.1% | $156,549-40.9% | $273,961-66.2% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 43.66% | 30.74%+12.9pp | 32.23%+11.4pp | 41.45%+2.2pp |
| Employer contribution / active EE | $2,009 | $6,248-67.9% | $5,501-63.5% | $4,869-58.7% |
| Participant deferral / active EE | $3,894 | $5,550-29.8% | $4,871-20.1% | $5,287-26.3% |
| Admin fee / account holder | $742 | $15,559-95.2% | $13,027-94.3% | $10,132-92.7% |