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 | $60,002 | $95,803-37.4% | $113,168-47.0% | $84,808-29.2% |
| Participation rate | 80.4% | 72.9%+7.5pp | 76.6%+3.8pp | 68.3%+12.0pp |
| Annual return | 16.50% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,611 | $2,360+10.6% | $2,975-12.2% | $2,631-0.8% |
| Participant deferral / active EE | $4,868 | $4,242+14.8% | $5,107-4.7% | $4,212+15.6% |
| Admin fee / account holder | $2,206 | $8,989-75.5% | $12,068-81.7% | $7,344-70.0% |