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 7-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 | $40,684 | $95,803-57.5% | $113,168-64.0% | $84,808-52.0% |
| Participation rate | 82.7% | 72.9%+9.8pp | 76.6%+6.1pp | 68.3%+14.4pp |
| Annual return | 18.53% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,143 | $4,242+115.5% | $5,107+79.0% | $4,212+117.1% |
| Admin fee / account holder | $3,188 | $8,989-64.5% | $12,068-73.6% | $7,344-56.6% |