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 | $44,283 | $106,584-58.5% | $101,326-56.3% | $142,382-68.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 20.59% | 36.93%-16.3pp | 36.82%-16.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,651 | $3,956-33.0% | $3,665-27.7% | $4,299-38.3% |
| Participant deferral / active EE | $7,581 | $8,297-8.6% | $7,994-5.2% | $6,507+16.5% |
| Admin fee / account holder | $920 | $11,446-92.0% | $11,185-91.8% | $12,624-92.7% |