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 | $41,669 | $181,894-77.1% | $156,549-73.4% | $273,961-84.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 6.28% | 30.74%-24.5pp | 32.23%-25.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,232 | $6,248-64.3% | $5,501-59.4% | $4,869-54.2% |
| Participant deferral / active EE | $3,439 | $5,550-38.0% | $4,871-29.4% | $5,287-35.0% |
| Admin fee / account holder | $571 | $15,559-96.3% | $13,027-95.6% | $10,132-94.4% |