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 | $33,578 | $80,717-58.4% | $154,803-78.3% | $84,808-60.4% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 23.87% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,986 | $2,761-28.1% | $4,305-53.9% | $2,631-24.5% |
| Participant deferral / active EE | $3,695 | $3,303+11.8% | $5,540-33.3% | $4,212-12.3% |
| Admin fee / account holder | $997 | $6,746-85.2% | $14,329-93.0% | $7,344-86.4% |