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 | $72,362 | $80,717-10.4% | $154,803-53.3% | $84,808-14.7% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 18.01% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,922 | $2,761-30.4% | $4,305-55.4% | $2,631-27.0% |
| Participant deferral / active EE | $8,413 | $3,303+154.7% | $5,540+51.9% | $4,212+99.8% |
| Admin fee / account holder | $7,264 | $6,746+7.7% | $14,329-49.3% | $7,344-1.1% |