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 | $20,151 | $74,927-73.1% | $101,794-80.2% | $84,808-76.2% |
| Participation rate | 95.0% | 61.4%+33.6pp | 69.2%+25.8pp | 68.3%+26.7pp |
| Annual return | 13.62% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,161 | $1,522-23.7% | $2,289-49.3% | $2,631-55.9% |
| Participant deferral / active EE | $2,460 | $3,099-20.6% | $4,084-39.8% | $4,212-41.6% |
| Admin fee / account holder | $902 | $6,514-86.2% | $8,777-89.7% | $7,344-87.7% |