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 | $55,274 | $57,016-3.1% | $84,966-34.9% | $80,856-31.6% |
| Participation rate | 84.6% | 56.3%+28.3pp | 67.5%+17.1pp | 67.6%+17.0pp |
| Annual return | 11.40% | 21.66%-10.3pp | 66.38%-55.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $698 | $1,798-61.1% | $2,727-74.4% | $2,755-74.6% |
| Participant deferral / active EE | $1,724 | $3,110-44.6% | $4,519-61.9% | $4,296-59.9% |
| Admin fee / account holder | $16,522 | $4,980+231.7% | $6,149+168.7% | $6,918+138.8% |