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 | $30,340 | $73,933-59.0% | $96,683-68.6% | $75,163-59.6% |
| Participation rate | 71.4% | 66.4%+5.0pp | 74.3%-2.9pp | 67.2%+4.2pp |
| Annual return | 23.34% | 26.70%-3.4pp | 35.69%-12.4pp | 160.62%-137.3pp |
| Employer contribution / active EE | $1,850 | $2,928-36.8% | $3,737-50.5% | $2,670-30.7% |
| Participant deferral / active EE | $4,409 | $3,659+20.5% | $4,878-9.6% | $4,125+6.9% |
| Admin fee / account holder | $3,802 | $5,216-27.1% | $6,730-43.5% | $5,651-32.7% |