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 6-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 | $22,020 | $64,480-65.8% | $81,382-72.9% | $80,856-72.8% |
| Participation rate | 90.6% | 63.9%+26.8pp | 69.5%+21.1pp | 67.6%+23.0pp |
| Annual return | 14.71% | 16.34%-1.6pp | 24.73%-10.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,670 | $1,978-15.6% | $2,463-32.2% | $2,755-39.4% |
| Participant deferral / active EE | $3,021 | $3,094-2.3% | $3,883-22.2% | $4,296-29.7% |
| Admin fee / account holder | $1,672 | $5,671-70.5% | $5,768-71.0% | $6,918-75.8% |