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 | $36,660 | $95,803-61.7% | $113,168-67.6% | $84,808-56.8% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 16.56% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,603 | $2,360+52.7% | $2,975+21.1% | $2,631+36.9% |
| Participant deferral / active EE | $4,245 | $4,242+0.1% | $5,107-16.9% | $4,212+0.8% |
| Admin fee / account holder | $2,457 | $8,989-72.7% | $12,068-79.6% | $7,344-66.5% |