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 | $53,392 | $100,326-46.8% | $180,183-70.4% | $84,808-37.0% |
| Participation rate | 88.5% | 71.0%+17.5pp | 77.4%+11.1pp | 68.3%+20.2pp |
| Annual return | 18.45% | 17.86%+0.6pp | 27.86%-9.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,944 | $3,269-40.5% | $5,039-61.4% | $2,631-26.1% |
| Participant deferral / active EE | $3,626 | $5,066-28.4% | $6,822-46.8% | $4,212-13.9% |
| Admin fee / account holder | $982 | $9,674-89.8% | $19,975-95.1% | $7,344-86.6% |