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 8-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 | $46,181 | $81,460-43.3% | $103,333-55.3% | $80,856-42.9% |
| Participation rate | 79.6% | 66.8%+12.7pp | 74.5%+5.1pp | 67.6%+12.0pp |
| Annual return | 10.50% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,782 | $3,105-10.4% | $3,868-28.1% | $2,755+1.0% |
| Participant deferral / active EE | $5,409 | $3,869+39.8% | $5,057+6.9% | $4,296+25.9% |
| Admin fee / account holder | $733 | $6,566-88.8% | $8,355-91.2% | $6,918-89.4% |