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 | $53,599 | $109,413-51.0% | $156,263-65.7% | $84,808-36.8% |
| Participation rate | 74.1% | 72.7%+1.4pp | 78.9%-4.8pp | 68.3%+5.8pp |
| Annual return | 18.34% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,227 | $2,907-23.4% | $4,333-48.6% | $2,631-15.4% |
| Participant deferral / active EE | $5,902 | $4,590+28.6% | $6,158-4.2% | $4,212+40.1% |
| Admin fee / account holder | $977 | $9,357-89.6% | $14,255-93.1% | $7,344-86.7% |