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 3-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 | $52,347 | $104,974-50.1% | $95,585-45.2% | $142,382-63.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 20.68% | 210.33%-189.6pp | 38.56%-17.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,939 | $2,779-30.2% | $2,527-23.3% | $4,299-54.9% |
| Participant deferral / active EE | $13,441 | $4,352+208.8% | $4,023+234.1% | $6,507+106.6% |
| Admin fee / account holder | $2,827 | $6,386-55.7% | $6,127-53.9% | $12,624-77.6% |