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 | $43,563 | $109,881-60.4% | $150,045-71.0% | $84,808-48.6% |
| Participation rate | 82.5% | 76.1%+6.5pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 21.50% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,185 | $3,561-10.6% | $4,693-32.1% | $2,631+21.1% |
| Participant deferral / active EE | $7,121 | $6,636+7.3% | $7,997-11.0% | $4,212+69.1% |
| Admin fee / account holder | $1,107 | $8,568-87.1% | $13,435-91.8% | $7,344-84.9% |