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 | $31,326 | $110,257-71.6% | $96,544-67.6% | $139,434-77.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 20.03% | 26.32%-6.3pp | 25.84%-5.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,064 | $3,620-15.3% | $2,965+3.4% | $4,751-35.5% |
| Participant deferral / active EE | $2,158 | $5,548-61.1% | $4,851-55.5% | $6,710-67.8% |
| Admin fee / account holder | $2,809 | $11,591-75.8% | $8,252-66.0% | $11,403-75.4% |