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 | $23,203 | $81,248-71.4% | $155,509-85.1% | $80,856-71.3% |
| Participation rate | 72.1% | 66.2%+5.9pp | 78.2%-6.1pp | 67.6%+4.5pp |
| Annual return | 14.62% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,773 | $3,100-42.8% | $4,672-62.1% | $2,755-35.6% |
| Participant deferral / active EE | $2,913 | $3,452-15.6% | $5,626-48.2% | $4,296-32.2% |
| Admin fee / account holder | $454 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |