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 7-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 | $30,854 | $78,926-60.9% | $136,749-77.4% | $84,808-63.6% |
| Participation rate | 97.1% | 62.2%+34.9pp | 72.1%+25.0pp | 68.3%+28.8pp |
| Annual return | 23.50% | 18.17%+5.3pp | 24.33%-0.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,618 | $2,134-24.2% | $3,400-52.4% | $2,631-38.5% |
| Participant deferral / active EE | $4,586 | $3,168+44.7% | $4,692-2.3% | $4,212+8.9% |
| Admin fee / account holder | $2,411 | $6,369-62.2% | $11,386-78.8% | $7,344-67.2% |