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 | $33,909 | $109,413-69.0% | $156,263-78.3% | $84,808-60.0% |
| Participation rate | 81.1% | 72.7%+8.4pp | 78.9%+2.2pp | 68.3%+12.8pp |
| Annual return | 17.30% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,572 | $4,590+43.2% | $6,158+6.7% | $4,212+56.1% |
| Admin fee / account holder | $2,194 | $9,357-76.5% | $14,255-84.6% | $7,344-70.1% |