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 | $26,546 | $89,753-70.4% | $107,525-75.3% | $84,808-68.7% |
| Participation rate | 77.1% | 68.1%+9.0pp | 75.1%+2.0pp | 68.3%+8.8pp |
| Annual return | 22.22% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,295 | $3,113-26.3% | $3,754-38.8% | $2,631-12.8% |
| Participant deferral / active EE | $6,261 | $4,056+54.4% | $5,116+22.4% | $4,212+48.7% |
| Admin fee / account holder | $3,929 | $7,222-45.6% | $8,919-56.0% | $7,344-46.5% |