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 | $47,935 | $80,717-40.6% | $154,803-69.0% | $84,808-43.5% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 16.56% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,565 | $2,761+29.1% | $4,305-17.2% | $2,631+35.5% |
| Participant deferral / active EE | $4,245 | $3,303+28.5% | $5,540-23.4% | $4,212+0.8% |
| Admin fee / account holder | $787 | $6,746-88.3% | $14,329-94.5% | $7,344-89.3% |