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 | $33,635 | $77,503-56.6% | $100,391-66.5% | $80,856-58.4% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.2pp | 67.6%+22.0pp |
| Annual return | 16.06% | 37.20%-21.1pp | 49.20%-33.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $5,685 | $2,801+103.0% | $3,942+44.2% | $2,755+106.4% |
| Participant deferral / active EE | $9,120 | $6,820+33.7% | $8,082+12.8% | $4,296+112.3% |
| Admin fee / account holder | $691 | $5,897-88.3% | $7,899-91.2% | $6,918-90.0% |