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 | $40,379 | $74,927-46.1% | $101,794-60.3% | $84,808-52.4% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.2%+7.1pp | 68.3%+8.0pp |
| Annual return | 12.58% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,900 | $1,522+24.8% | $2,289-17.0% | $2,631-27.8% |
| Participant deferral / active EE | $3,438 | $3,099+10.9% | $4,084-15.8% | $4,212-18.4% |
| Admin fee / account holder | $387 | $6,514-94.1% | $8,777-95.6% | $7,344-94.7% |