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 | $59,262 | $109,881-46.1% | $150,045-60.5% | $84,808-30.1% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 20.49% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,508 | $3,561+26.6% | $4,693-3.9% | $2,631+71.4% |
| Participant deferral / active EE | $8,378 | $6,636+26.3% | $7,997+4.8% | $4,212+98.9% |
| Admin fee / account holder | $1,082 | $8,568-87.4% | $13,435-91.9% | $7,344-85.3% |