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 5-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 | $45,669 | $95,803-52.3% | $113,168-59.6% | $84,808-46.2% |
| Participation rate | 93.3% | 72.9%+20.4pp | 76.6%+16.7pp | 68.3%+24.9pp |
| Annual return | 19.00% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,959 | $2,360-17.0% | $2,975-34.1% | $2,631-25.5% |
| Participant deferral / active EE | $3,832 | $4,242-9.7% | $5,107-25.0% | $4,212-9.0% |
| Admin fee / account holder | $5,702 | $8,989-36.6% | $12,068-52.7% | $7,344-22.4% |