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 | $54,129 | $148,978-63.7% | $200,582-73.0% | $84,808-36.2% |
| Participation rate | 76.9% | 84.2%-7.3pp | 86.9%-10.0pp | 68.3%+8.6pp |
| Annual return | 16.05% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,760 | $4,815-63.4% | $6,419-72.6% | $2,631-33.1% |
| Participant deferral / active EE | $8,154 | $7,142+14.2% | $9,331-12.6% | $4,212+93.6% |
| Admin fee / account holder | $1,029 | $13,977-92.6% | $16,305-93.7% | $7,344-86.0% |