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 4-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 | $49,067 | $109,881-55.3% | $150,045-67.3% | $84,808-42.1% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 29.36% | 28.25%+1.1pp | 62.55%-33.2pp | 40.90%-11.5pp |
| Employer contribution / active EE | $2,321 | $3,561-34.8% | $4,693-50.5% | $2,631-11.8% |
| Participant deferral / active EE | $4,213 | $6,636-36.5% | $7,997-47.3% | $4,2120% |
| Admin fee / account holder | $2,864 | $8,568-66.6% | $13,435-78.7% | $7,344-61.0% |