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 | $35,216 | $47,848-26.4% | $81,478-56.8% | $70,131-49.8% |
| Participation rate | 82.8% | 58.3%+24.5pp | 68.0%+14.8pp | 69.5%+13.2pp |
| Annual return | 20.35% | 27.25%-6.9pp | 38.78%-18.4pp | 73.14%-52.8pp |
| Employer contribution / active EE | $4,223 | $1,527+176.5% | $2,568+64.5% | $2,342+80.3% |
| Participant deferral / active EE | $3,614 | $2,453+47.3% | $3,537+2.2% | $3,332+8.5% |
| Admin fee / account holder | $925 | $3,145-70.6% | $4,561-79.7% | $4,645-80.1% |