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 | $54,158 | $80,717-32.9% | $154,803-65.0% | $84,808-36.1% |
| Participation rate | 84.3% | 66.8%+17.5pp | 78.1%+6.2pp | 68.3%+16.0pp |
| Annual return | 17.20% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,813 | $2,761+1.9% | $4,305-34.7% | $2,631+6.9% |
| Participant deferral / active EE | $7,493 | $3,303+126.8% | $5,540+35.2% | $4,212+77.9% |
| Admin fee / account holder | $4,735 | $6,746-29.8% | $14,329-67.0% | $7,344-35.5% |