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 | $28,093 | $72,277-61.1% | $101,248-72.3% | $79,858-64.8% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | 13.49% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,262 | $2,692-53.1% | $3,660-65.5% | $2,471-48.9% |
| Participant deferral / active EE | $2,363 | $3,282-28.0% | $4,370-45.9% | $3,740-36.8% |
| Admin fee / account holder | $3,763 | $4,400-14.5% | $5,945-36.7% | $5,306-29.1% |