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 6-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 | $52,708 | $100,326-47.5% | $180,183-70.7% | $84,808-37.8% |
| Participation rate | 95.0% | 71.0%+24.0pp | 77.4%+17.6pp | 68.3%+26.7pp |
| Annual return | 18.61% | 17.86%+0.8pp | 27.86%-9.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,552 | $3,269-21.9% | $5,039-49.4% | $2,631-3.0% |
| Participant deferral / active EE | $4,936 | $5,066-2.6% | $6,822-27.7% | $4,212+17.2% |
| Admin fee / account holder | $4,918 | $9,674-49.2% | $19,975-75.4% | $7,344-33.0% |