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 7-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 | $52,140 | $95,803-45.6% | $113,168-53.9% | $84,808-38.5% |
| Participation rate | 77.1% | 72.9%+4.2pp | 76.6%+0.5pp | 68.3%+8.8pp |
| Annual return | 15.16% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,764 | $2,360-25.2% | $2,975-40.7% | $2,631-32.9% |
| Participant deferral / active EE | $3,140 | $4,242-26.0% | $5,107-38.5% | $4,212-25.5% |
| Admin fee / account holder | $2,508 | $8,989-72.1% | $12,068-79.2% | $7,344-65.8% |