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 | $46,466 | $57,016-18.5% | $84,966-45.3% | $80,856-42.5% |
| Participation rate | 72.0% | 56.3%+15.7pp | 67.5%+4.5pp | 67.6%+4.4pp |
| Annual return | 13.99% | 21.66%-7.7pp | 66.38%-52.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,735 | $1,798-3.5% | $2,727-36.4% | $2,755-37.0% |
| Participant deferral / active EE | $4,757 | $3,110+53.0% | $4,519+5.3% | $4,296+10.7% |
| Admin fee / account holder | $1,084 | $4,980-78.2% | $6,149-82.4% | $6,918-84.3% |