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 | $56,774 | $148,978-61.9% | $200,582-71.7% | $84,808-33.1% |
| Participation rate | 97.7% | 84.2%+13.4pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 21.81% | 28.16%-6.4pp | 42.33%-20.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,119 | $4,815-56.0% | $6,419-67.0% | $2,631-19.5% |
| Participant deferral / active EE | $13,869 | $7,142+94.2% | $9,331+48.6% | $4,212+229.3% |
| Admin fee / account holder | $596 | $13,977-95.7% | $16,305-96.3% | $7,344-91.9% |