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 | $42,262 | $96,557-56.2% | $80,975-47.8% | $273,961-84.6% |
| Participation rate | 93.3% | 79.1%+14.2pp | 75.8%+17.5pp | 83.0%+10.3pp |
| Annual return | 21.06% | 15.14%+5.9pp | 17.10%+4.0pp | 41.45%-20.4pp |
| Employer contribution / active EE | $3,283 | $4,868-32.6% | $3,714-11.6% | $4,869-32.6% |
| Participant deferral / active EE | $8,406 | $6,598+27.4% | $5,696+47.6% | $5,287+59.0% |
| Admin fee / account holder | $1,812 | $7,492-75.8% | $5,516-67.1% | $10,132-82.1% |