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 | $44,736 | $74,927-40.3% | $101,794-56.1% | $84,808-47.3% |
| Participation rate | 76.5% | 61.4%+15.1pp | 69.2%+7.3pp | 68.3%+8.2pp |
| Annual return | 17.12% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $674 | $1,522-55.7% | $2,289-70.5% | $2,631-74.4% |
| Participant deferral / active EE | $3,800 | $3,099+22.6% | $4,084-6.9% | $4,212-9.8% |
| Admin fee / account holder | $2,919 | $6,514-55.2% | $8,777-66.7% | $7,344-60.2% |