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 3-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 | $55,914 | $148,978-62.5% | $200,582-72.1% | $84,808-34.1% |
| Participation rate | 97.1% | 84.2%+12.8pp | 86.9%+10.2pp | 68.3%+28.7pp |
| Annual return | 27.74% | 28.16%-0.4pp | 42.33%-14.6pp | 40.90%-13.2pp |
| Employer contribution / active EE | $3,035 | $4,815-37.0% | $6,419-52.7% | $2,631+15.4% |
| Participant deferral / active EE | $6,564 | $7,142-8.1% | $9,331-29.7% | $4,212+55.9% |
| Admin fee / account holder | $7,010 | $13,977-49.8% | $16,305-57.0% | $7,344-4.5% |