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 3-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 | $57,645 | $138,347-58.3% | $184,203-68.7% | $80,856-28.7% |
| Participation rate | 98.3% | 83.9%+14.5pp | 86.8%+11.5pp | 67.6%+30.7pp |
| Annual return | 26.61% | 20.02%+6.6pp | 28.81%-2.2pp | 35.59%-9.0pp |
| Employer contribution / active EE | $3,294 | $4,850-32.1% | $6,427-48.7% | $2,755+19.6% |
| Participant deferral / active EE | $8,698 | $7,071+23.0% | $9,131-4.7% | $4,296+102.5% |
| Admin fee / account holder | $773 | $10,483-92.6% | $13,901-94.4% | $6,918-88.8% |