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 | $36,405 | $64,480-43.5% | $81,382-55.3% | $80,856-55.0% |
| Participation rate | 89.5% | 63.9%+25.6pp | 69.5%+20.0pp | 67.6%+21.8pp |
| Annual return | 16.73% | 16.34%+0.4pp | 24.73%-8.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,855 | $1,978+94.8% | $2,463+56.5% | $2,755+39.9% |
| Participant deferral / active EE | $6,833 | $3,094+120.9% | $3,883+76.0% | $4,296+59.1% |
| Admin fee / account holder | $2,405 | $5,671-57.6% | $5,768-58.3% | $6,918-65.2% |