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 4-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 | $69,197 | $109,881-37.0% | $150,045-53.9% | $84,808-18.4% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 23.65% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $5,572 | $3,561+56.5% | $4,693+18.7% | $2,631+111.8% |
| Participant deferral / active EE | $9,794 | $6,636+47.6% | $7,997+22.5% | $4,212+132.5% |
| Admin fee / account holder | $935 | $8,568-89.1% | $13,435-93.0% | $7,344-87.3% |