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 | $47,385 | $95,803-50.5% | $113,168-58.1% | $84,808-44.1% |
| Participation rate | 70.4% | 72.9%-2.5pp | 76.6%-6.2pp | 68.3%+2.1pp |
| Annual return | 19.92% | 25.00%-5.1pp | 24.27%-4.3pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,291 | $2,360-45.3% | $2,975-56.6% | $2,631-50.9% |
| Participant deferral / active EE | $6,272 | $4,242+47.9% | $5,107+22.8% | $4,212+48.9% |
| Admin fee / account holder | $851 | $8,989-90.5% | $12,068-92.9% | $7,344-88.4% |