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 | $52,387 | $95,803-45.3% | $113,168-53.7% | $84,808-38.2% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 20.50% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,204 | $2,360+78.1% | $2,975+41.3% | $2,631+59.8% |
| Participant deferral / active EE | $4,478 | $4,242+5.6% | $5,107-12.3% | $4,212+6.3% |
| Admin fee / account holder | $2,325 | $8,989-74.1% | $12,068-80.7% | $7,344-68.3% |