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 | $27,361 | $78,926-65.3% | $136,749-80.0% | $84,808-67.7% |
| Participation rate | 92.3% | 62.2%+30.1pp | 72.1%+20.2pp | 68.3%+24.0pp |
| Annual return | 19.85% | 18.17%+1.7pp | 24.33%-4.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,117 | $2,134-0.8% | $3,400-37.7% | $2,631-19.5% |
| Participant deferral / active EE | $3,759 | $3,168+18.6% | $4,692-19.9% | $4,212-10.7% |
| Admin fee / account holder | $753 | $6,369-88.2% | $11,386-93.4% | $7,344-89.7% |