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 10-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 | $35,994 | $74,927-52.0% | $101,794-64.6% | $84,808-57.6% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.2%+18.8pp | 68.3%+19.7pp |
| Annual return | 20.36% | 18.70%+1.7pp | 30.53%-10.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,475 | $1,522+128.3% | $2,289+51.8% | $2,631+32.1% |
| Participant deferral / active EE | $3,968 | $3,099+28.0% | $4,084-2.8% | $4,212-5.8% |
| Admin fee / account holder | $3,072 | $6,514-52.8% | $8,777-65.0% | $7,344-58.2% |