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 3-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 | $48,373 | $80,673-40.0% | $101,326-52.3% | $84,808-43.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 37.45% | 38.95%-1.5pp | 36.82%+0.6pp | 40.90%-3.4pp |
| Employer contribution / active EE | $3,720 | $2,698+37.9% | $3,665+1.5% | $2,631+41.4% |
| Participant deferral / active EE | $15,261 | $6,840+123.1% | $7,994+90.9% | $4,212+262.3% |
| Admin fee / account holder | $1,890 | $12,784-85.2% | $11,185-83.1% | $7,344-74.3% |