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 3-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 | $39,923 | $95,803-58.3% | $113,168-64.7% | $84,808-52.9% |
| Participation rate | 74.1% | 72.9%+1.2pp | 76.6%-2.5pp | 68.3%+5.8pp |
| Annual return | 20.49% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,738 | $2,360-26.4% | $2,975-41.6% | $2,631-33.9% |
| Participant deferral / active EE | $3,574 | $4,242-15.7% | $5,107-30.0% | $4,212-15.1% |
| Admin fee / account holder | $805 | $8,989-91.0% | $12,068-93.3% | $7,344-89.0% |