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 | $29,948 | $80,673-62.9% | $101,326-70.4% | $84,808-64.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 81.5%+8.5pp | 68.3%+21.7pp |
| Annual return | 20.34% | 38.95%-18.6pp | 36.82%-16.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,788 | $2,698+3.3% | $3,665-23.9% | $2,631+6.0% |
| Participant deferral / active EE | $5,804 | $6,840-15.2% | $7,994-27.4% | $4,212+37.8% |
| Admin fee / account holder | $1,153 | $12,784-91.0% | $11,185-89.7% | $7,344-84.3% |