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 10-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 | $24,204 | $60,349-59.9% | $74,183-67.4% | $62,891-61.5% |
| Participation rate | 74.1% | 72.7%+1.4pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 7.44% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,294 | $1,680+36.5% | $2,370-3.2% | $2,281+0.6% |
| Participant deferral / active EE | $3,486 | $2,856+22.0% | $3,550-1.8% | $3,203+8.8% |
| Admin fee / account holder | $4,107 | $4,261-3.6% | $5,586-26.5% | $4,296-4.4% |