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 | $74,479 | $80,717-7.7% | $154,803-51.9% | $84,808-12.2% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 18.26% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,354 | $2,761+21.5% | $4,305-22.1% | $2,631+27.5% |
| Participant deferral / active EE | $11,214 | $3,303+239.5% | $5,540+102.4% | $4,212+166.3% |
| Admin fee / account holder | $1,249 | $6,746-81.5% | $14,329-91.3% | $7,344-83.0% |