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 | $57,779 | $148,978-61.2% | $200,582-71.2% | $84,808-31.9% |
| Participation rate | 95.3% | 84.2%+11.1pp | 86.9%+8.5pp | 68.3%+27.0pp |
| Annual return | 15.22% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,791 | $4,815-62.8% | $6,419-72.1% | $2,631-31.9% |
| Participant deferral / active EE | $4,845 | $7,142-32.2% | $9,331-48.1% | $4,212+15.0% |
| Admin fee / account holder | $548 | $13,977-96.1% | $16,305-96.6% | $7,344-92.5% |