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 10-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 | $21,074 | $80,717-73.9% | $154,803-86.4% | $84,808-75.2% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,398 | $2,761+23.1% | $4,305-21.1% | $2,631+29.1% |
| Participant deferral / active EE | $4,467 | $3,303+35.2% | $5,540-19.4% | $4,212+6.1% |
| Admin fee / account holder | $341 | $6,746-95.0% | $14,329-97.6% | $7,344-95.4% |