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 | $59,056 | $101,724-41.9% | $164,813-64.2% | $80,856-27.0% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 22.19% | 16.72%+5.5pp | 69.93%-47.7pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,943 | $2,953-34.2% | $4,341-55.2% | $2,755-29.5% |
| Participant deferral / active EE | $2,791 | $4,477-37.7% | $6,031-53.7% | $4,296-35.0% |
| Admin fee / account holder | $1,292 | $8,227-84.3% | $12,690-89.8% | $6,918-81.3% |