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 8-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 | $39,626 | $80,673-50.9% | $101,326-60.9% | $84,808-53.3% |
| Participation rate | 96.0% | 77.8%+18.2pp | 81.5%+14.5pp | 68.3%+27.7pp |
| Annual return | 18.55% | 38.95%-20.4pp | 36.82%-18.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,408 | $2,698-10.7% | $3,665-34.3% | $2,631-8.5% |
| Participant deferral / active EE | $6,009 | $6,840-12.2% | $7,994-24.8% | $4,212+42.7% |
| Admin fee / account holder | $3,058 | $12,784-76.1% | $11,185-72.7% | $7,344-58.4% |