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 3-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 | $29,303 | $106,584-72.5% | $101,326-71.1% | $142,382-79.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 33.14% | 36.93%-3.8pp | 36.82%-3.7pp | 217.08%-183.9pp |
| Employer contribution / active EE | $2,408 | $3,956-39.1% | $3,665-34.3% | $4,299-44.0% |
| Participant deferral / active EE | $5,250 | $8,297-36.7% | $7,994-34.3% | $6,507-19.3% |
| Admin fee / account holder | $1,208 | $11,446-89.4% | $11,185-89.2% | $12,624-90.4% |