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 | $36,296 | $81,460-55.4% | $103,333-64.9% | $80,856-55.1% |
| Participation rate | 75.8% | 66.8%+9.0pp | 74.5%+1.3pp | 67.6%+8.2pp |
| Annual return | 12.63% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,665 | $3,105-14.2% | $3,868-31.1% | $2,755-3.3% |
| Participant deferral / active EE | $4,548 | $3,869+17.6% | $5,057-10.1% | $4,296+5.9% |
| Admin fee / account holder | $2,435 | $6,566-62.9% | $8,355-70.9% | $6,918-64.8% |