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 9-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 | $31,854 | $80,673-60.5% | $101,326-68.6% | $84,808-62.4% |
| Participation rate | 88.5% | 77.8%+10.7pp | 81.5%+7.0pp | 68.3%+20.2pp |
| Annual return | 23.49% | 38.95%-15.5pp | 36.82%-13.3pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,097 | $2,698-22.3% | $3,665-42.8% | $2,631-20.3% |
| Participant deferral / active EE | $4,240 | $6,840-38.0% | $7,994-47.0% | $4,212+0.7% |
| Admin fee / account holder | $2,074 | $12,784-83.8% | $11,185-81.5% | $7,344-71.8% |