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 | $47,316 | $127,065-62.8% | $113,168-58.2% | $142,382-66.8% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 19.95% | 24.03%-4.1pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,916 | $3,442-44.3% | $2,975-35.6% | $4,299-55.4% |
| Participant deferral / active EE | $5,668 | $5,716-0.9% | $5,107+11.0% | $6,507-12.9% |
| Admin fee / account holder | $1,487 | $15,736-90.5% | $12,068-87.7% | $12,624-88.2% |