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 | $35,395 | $109,881-67.8% | $150,045-76.4% | $84,808-58.3% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 20.98% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,002 | $3,561-43.8% | $4,693-57.3% | $2,631-23.9% |
| Participant deferral / active EE | $3,810 | $6,636-42.6% | $7,997-52.4% | $4,212-9.5% |
| Admin fee / account holder | $502 | $8,568-94.1% | $13,435-96.3% | $7,344-93.2% |