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 | $28,800 | $109,881-73.8% | $150,045-80.8% | $84,808-66.0% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 34.85% | 28.25%+6.6pp | 62.55%-27.7pp | 40.90%-6.0pp |
| Employer contribution / active EE | $4,541 | $3,561+27.5% | $4,693-3.2% | $2,631+72.6% |
| Participant deferral / active EE | $4,313 | $6,636-35.0% | $7,997-46.1% | $4,212+2.4% |
| Admin fee / account holder | $4,284 | $8,568-50.0% | $13,435-68.1% | $7,344-41.7% |