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 9-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 | $45,239 | $76,367-40.8% | $93,606-51.7% | $72,985-38.0% |
| Participation rate | 79.3% | 71.7%+7.6pp | 75.8%+3.5pp | 69.5%+9.8pp |
| Annual return | 22.53% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,716 | $2,275-24.6% | $2,718-36.8% | $2,440-29.6% |
| Participant deferral / active EE | $3,260 | $3,538-7.8% | $4,069-19.9% | $3,607-9.6% |
| Admin fee / account holder | $615 | $6,838-91.0% | $7,888-92.2% | $5,124-88.0% |