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 8-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 | $43,141 | $109,881-60.7% | $150,045-71.2% | $84,808-49.1% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 36.08% | 28.25%+7.8pp | 62.55%-26.5pp | 40.90%-4.8pp |
| Employer contribution / active EE | $4,441 | $3,561+24.7% | $4,693-5.4% | $2,631+68.8% |
| Participant deferral / active EE | $10,676 | $6,636+60.9% | $7,997+33.5% | $4,212+153.5% |
| Admin fee / account holder | $5,893 | $8,568-31.2% | $13,435-56.1% | $7,344-19.8% |