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 | $56,742 | $60,892-6.8% | $82,389-31.1% | $84,808-33.1% |
| Participation rate | 96.9% | 63.3%+33.6pp | 69.5%+27.3pp | 68.3%+28.6pp |
| Annual return | 15.68% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,028 | $1,779+14.0% | $2,517-19.4% | $2,631-22.9% |
| Participant deferral / active EE | $4,033 | $3,179+26.9% | $4,155-2.9% | $4,212-4.2% |
| Admin fee / account holder | $1,365 | $5,467-75.0% | $7,231-81.1% | $7,344-81.4% |