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 | $39,732 | $163,101-75.6% | $136,749-70.9% | $142,382-72.1% |
| Participation rate | 77.3% | 78.2%-1.0pp | 72.1%+5.1pp | 80.1%-2.8pp |
| Annual return | 15.11% | 27.54%-12.4pp | 24.33%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,995 | $4,117+21.3% | $3,400+46.9% | $4,299+16.2% |
| Participant deferral / active EE | $3,297 | $5,585-41.0% | $4,692-29.7% | $6,507-49.3% |
| Admin fee / account holder | $6,387 | $14,318-55.4% | $11,386-43.9% | $12,624-49.4% |