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 | $31,755 | $103,376-69.3% | $87,100-63.5% | $152,861-79.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 22.45% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,215 | $3,220-31.2% | $2,521-12.1% | $4,762-53.5% |
| Participant deferral / active EE | $3,834 | $4,778-19.8% | $4,049-5.3% | $5,850-34.5% |
| Admin fee / account holder | $1,427 | $12,205-88.3% | $7,497-81.0% | $11,596-87.7% |