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 | $14,716 | $80,717-81.8% | $154,803-90.5% | $84,808-82.6% |
| Participation rate | 87.0% | 66.8%+20.1pp | 78.1%+8.9pp | 68.3%+18.6pp |
| Annual return | 19.56% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,864 | $2,761-32.5% | $4,305-56.7% | $2,631-29.1% |
| Participant deferral / active EE | $3,733 | $3,303+13.0% | $5,540-32.6% | $4,212-11.4% |
| Admin fee / account holder | $1,192 | $6,746-82.3% | $14,329-91.7% | $7,344-83.8% |