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 | $46,815 | $81,460-42.5% | $103,333-54.7% | $80,856-42.1% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 19.21% | 25.55%-6.3pp | 24.88%-5.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,045 | $3,105-1.9% | $3,868-21.3% | $2,755+10.5% |
| Participant deferral / active EE | $3,981 | $3,869+2.9% | $5,057-21.3% | $4,296-7.3% |
| Admin fee / account holder | $653 | $6,566-90.1% | $8,355-92.2% | $6,918-90.6% |