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 | $68,374 | $109,881-37.8% | $150,045-54.4% | $84,808-19.4% |
| Participation rate | 76.1% | 76.1%0pp | 82.3%-6.2pp | 68.3%+7.8pp |
| Annual return | 28.66% | 28.25%+0.4pp | 62.55%-33.9pp | 40.90%-12.2pp |
| Employer contribution / active EE | $3,917 | $3,561+10.0% | $4,693-16.5% | $2,631+48.9% |
| Participant deferral / active EE | $8,823 | $6,636+33.0% | $7,997+10.3% | $4,212+109.5% |
| Admin fee / account holder | $20,566 | $8,568+140.0% | $13,435+53.1% | $7,344+180.0% |