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 5-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 | $41,236 | $81,460-49.4% | $103,333-60.1% | $80,856-49.0% |
| Participation rate | 95.1% | 66.8%+28.2pp | 74.5%+20.6pp | 67.6%+27.4pp |
| Annual return | 17.82% | 25.55%-7.7pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,602 | $3,105+48.2% | $3,868+19.0% | $2,755+67.1% |
| Participant deferral / active EE | $9,042 | $3,869+133.7% | $5,057+78.8% | $4,296+110.5% |
| Admin fee / account holder | $15,338 | $6,566+133.6% | $8,355+83.6% | $6,918+121.7% |