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 | $76,915 | $109,413-29.7% | $156,263-50.8% | $84,808-9.3% |
| Participation rate | 74.2% | 72.7%+1.5pp | 78.9%-4.7pp | 68.3%+5.9pp |
| Annual return | 15.88% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,655 | $2,907-8.7% | $4,333-38.7% | $2,631+0.9% |
| Participant deferral / active EE | $4,379 | $4,590-4.6% | $6,158-28.9% | $4,212+4.0% |
| Admin fee / account holder | $6,486 | $9,357-30.7% | $14,255-54.5% | $7,344-11.7% |